Wealth Manager
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Wealth Manager

As a wealth manager, your most important task is to increase your client’s wealth. We have a desktop solution for this that is tailored to your workflow and provides all the important decision-making parameters in your corporate design. While you make investment decisions and create reports for your investors, your clients can view the portfolios you manage via an Internet solution.

Customized Market Data Desktops

In today‘s competitive business landscape, having access to accurate and up–to–date market data is essential. But what if you could have a market data desktop that is customized to your specific needs? Our team of experts can create a customized market data desktop that gives you the information you need, when you need it. We can tailor the data to your specific industry, geographic region, and even your company‘s individual needs. Having a market data desktop that is customized to your company‘s needs can give you the edge you need to succeed. Contact us today to learn more about our customized market data desktops.

Discover our Refintiv Market Monitor

Client Portal (B2B4C)

We want to help you do administrative things like customer reporting, regulatory, and back-office tasks as easily as possible. You need your valuable time to make the best possible investment decisions and grow the customer relationship. High net worth individuals are very demanding and always want access to market data and their portfolios themselves. Our Client Portal allows you to retain your clients and communicate with them on a regular basis.

Discover our Client Portal

Regulatory Documents

Under the current EU regulation, financial institutions / issuers are obliged to produce a Key Information Document (KID) for each product in scope. The KID is a 3-page document which must be provided in the local language of the investor and be published on the company website prior to product being offered to retail investors. We provide a central document hub with KIDs for PRIIPs. If you want to hand out regulatory documents to your customers, you will find more than 2.5 million financial instruments with us.

Discover our PIP/KIIDs Solutions