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WealthTech Software from the heart of Frankfurt. Learn more about us.

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Wanna revolutionize the world of digital investments with us? This way!

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All partners at a glance, from custodian banks to software partners.

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Revolutionizing the WealthTech scene together!

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Our offerings range from onboarding to reporting as self-service, assisted or hybrid solution.

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Our Software Solutions for your Customer Onboarding as Self Execution, Advisor Guided or Hybrid!

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Whether 100% digital or hybrid with personal advice, our software adapts to your operating model in a modular way.

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From SAA Construction, Advisor Software to Portfolio Management. Our software digitizes your process E2E.

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Transaction Ordering. Contact us for more information.

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From asset aggregation to portfolio analysis with CIOS.Reporting you get all your clients' asset data - prepared in intuitive dashboards.

Excite customers with customer-centric digital banking solutions

Increase simplicity for the advisor and the client by efficiently managing complexity in the backend!

How technology  improves  the client-advisor relationship

The relationship between financial advisors and their clients is builton trust.The levels ofthis trust and reliabilityareoften formed over an...

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Financial Advice 2.0: Inventing super-human advisors

In a world where technology is ever-changing and regulationsever-increasing, human advice is costly, ineffective, and risky. Robo-Adviceon the...

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How to harness the powers of Open Banking

How PSD2 and Open Banking will change our view and ease of wealth aggregation and how banks can use it to their advantage.

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5 tasks your investment software can't execute

The digitization of the financial industry often progresses only cumbersome. Great successes or changes usually come from the emerging challengers or...

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Assets under View – a new KPI in Banking

Did you know that we reached the “Multi Banking Era”? Since this year, the Revised Payment Services Directive (short PSD2) is in place. PSD2 allows...

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Assets under View – a new KPI in Banking

Did you know that we reached the “Multi Banking Era”? Since this year, the Revised Payment Services Directive (short PSD2) is in place. PSD2 allows...

Read more