Grow your clients' wealth by managing individual client portfolios automatically and instantaneously
Focus your effort on wealth management, let us take care of risk and portfolio management, compliance and data licensing
Save time and costs with a single solution
Make your decisions based on award-winning data from SIX, and eliminate any additional data sourcing, licensing and management efforts.
Consolidate and centralize your advisory and investment management systems, reducing your efforts and costs.
Guaranteed accuracy, speed and client protection
Keep your client data secure with all relevant sensitivity, correlation and instrument risk data transmitted one-way to your institution.
Calculate client portfolios in seconds using the vast majority of computations already calculated on SIX servers.
Shape and tailor individual client portfolios
Make swift analysis on client portfolios, taking into consideration clients’ risks appetite and tolerance.
Visualize historical investment strategies, stress scenarios, recovery periods and risk/return characteristics of investment scenarios.
Fulfil regulatory requirements
Stay fully equipped with the enriched market, historic and reference data and sophisticated models you need for achieving compliance with regulations such as MiFID II and FIDLEG.
Meet portfolio monitoring and pre-trade suitability requirements by performing on-the-spot suitability checks on instrument and portfolio levels.
✓ Give well-founded, compliant and professional advice to clients based on high quality calculated data
✓ Perform on-the-spot pre-trade suitability checks on instrument and portfolio levels
✓ Make automatic portfolio adjustments
✓ Ease compliance with MiFID I/II and FIDLEG
✓ Keep all client confidential data in-house at your institution
✓ Generate more revenue through investment and switch recommendations
✓ Ensure effective management of discretionary mandates