Our offerings range from onboarding to reporting as self-service, assisted or hybrid solution.
OnboardingOur Software Solutions for your Customer Onboarding as Self Execution, Advisor Guided or Hybrid!
AdviceWhether 100% digital or hybrid with personal advice, our software adapts to your operating model in a modular way.
InvestmentFrom SAA Construction, Advisor Software to Portfolio Management. Our software digitizes your process E2E.
OrderingTransaction Ordering. Contact us for more information.
ReportingFrom asset aggregation to portfolio analysis with CIOS.Reporting you get all your clients' asset data - prepared in intuitive dashboards.
WealthTech Radar 2023 - All trends in wealth management carefully analyzed by 23 industry experts!
Large companies like Netflix, Amazon, and others have recognized the added value of personalized offers and use them effectively to keep their customers loyal to the company. Personalization of investment offers is also becoming increasingly popular...
Here are the top 5 highlights of our founder and CO-CEO Ralf Heim. 2022 was a year from which, under normal circumstances, one would first have to...
Tahsin Dinc / December 15, 2022
Everyone is familiar with the classic financial advice of today: investment clients make an appointment with their advisor to discuss their personal...
Savings accounts, checking accounts, building society savings contracts, and possibly a share - for the boomer generation, these were often the only...
Too many banks make the onboarding process difficult for new customers. When customers want to open an account or securities account, they often have...
How can you ensure that your prospective customer completes the onboarding process and that your CAC (Customer Acquisition Cost) and bounce rate...
In 2021 a lot of trends in the investment industry moved towards the “plateau of productivity” as Gartner would describe it in the “Hype Cycle”...
Time-eater reporting
Searching for a summer vacation on the web, taking part in a video conference and paying for the groceries conveniently by cell...
Whether it's digital customer on-boarding, online account opening, or automated portfolio optimization, nowadays many processes are manually no...
Together with PACTA, we will design ready-made standard processes (so-called PACTA workflows) for digital fund management. The first joint project is...
In an era of low-interest rates and cash piling up on current and savings accounts, banks have tried various tactics to convert the cash hoard into...
An Evaluation by Friedhelm Schmitt.
Changemakers - New Podcast about agile work, with helpful tips, expert interviews, and inspiration for a successful working environment
