We cover the entire life cycle of wealth management, guaranteeing regulatory compliance from start to finish.
We cover the entire life cycle of wealth management, guaranteeing regulatory compliance from start to finish.
1
All in one
Covers the entire life cycle of wealth management
2
Under control
Ensure regulatory compliance from start to finish
3
Revolutionary Expertise
Consolidating more than 20 years of expertise
4
Your way
Adapted to the needs of your business thanks to our modular approach
Our product adapts to the specific needs of your business thanks to its modular approach
Our product adapts to the specific needs of your business thanks to its modular approach
Integrate your entity with CORE
Manage user roles, customers and your financial instruments
Integrate your entity with CORE
Manage user roles, customers and your financial instruments
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Create hierarchies, assign roles, manage access control, and configure appearance, country, languages…
Group accounts and portfolios
Multiparameter risk profile configurations and analysis
Manage your Master Data Sheet and product lists
Follow the evolution of portfolios with REPORTING
Asess Investment portfolios and generate value-added reports
Follow the evolution of portfolios with REPORTING
Asess Investment portfolios and generate value-added reports
Adapt the depth of the report for each client
Add multiple custodian or family unit accounts
Customize the format and content of the report
Automate the generation of reports for all your clients
Advise your clients with ADVICE
Automate advisory processes ensuring regulatory compliance
Advise your clients with ADVICE
Automate advisory processes ensuring regulatory compliance
Ensure regulatory and business requirements
Multiply your productivity by mitigating legal and operational risks
Plan your clients’ vital goals with 360º advice
Optimize your customer satisfaction with proactive management
Automate Discretionary Portfolio Management with MANAGE
Discretionary Portfolio Management
Automate Discretionary Portfolio Management with MANAGE
Discretionary Portfolio Management
Customize management according to the mandate of each contract
Multiply your efficiency with rebalancing and massive operations
Sophisticate your strategies through building blocks
Control your management to the millimeter with tailored alerts
Boost your commercial activity with MONITOR
Business tracking and regulatory alerts
Boost your commercial activity with MONITOR
Business tracking and regulatory alerts
Monitor the evolution of portfolio risk accurately
Optimize your commercial management with campaigns, objectives and proactive alerts
Keep all your appointments and tasks in one place
Take control of your business with our dashboard
Manage and transmit orders with RTO
Reception and transmission of orders
Manage and transmit orders with RTO
Reception and transmission of orders
Emit subscription, redemption, and fund transfer orders
Emit buy and sell orders for stocks, deposits, and fixed income
Generation of standard tickets and management of the order lifecycle
Order book
Connect with your clientele with our PORTAL
Customer Web Portal
Connect with your clientele with our PORTAL
Customer Web Portal
Interact with your clients via our customized web portal
Enhance the operational autonomy of your clients with our platform
Keep your clients informed about their portfolios and investment proposals
Revolutionize your customers’ experience with access to an exclusive digital channel
Access the cutting edge in wealth management with
OPENFINANCE ECOSYSTEM
Connect to the modular ecosystem with the best wealthtech solutions
Say goodbye to integration costs with multiple platforms
Transform your business and stay ahead of new opportunities with the most innovative solutions
Improve your global operational efficiency
And much more
Maximize your potential by scaling the management and shipping of your orders
Industrialize your order reception and transmission service
Simplify your management and centralize all your documents
Integrate any resource through the API Manager
Customize your services according to your clients’ preferences
