COMPANY & SOCIETY

NOW AVAILABLE IN FINFOX

Great news for everyone using FINFOX – product distribution compliance just got much easier! It…

OUR COLLABORATION WITH EFG

Investment Navigator delivers reg-tech solution for EFG International to automatize suitability assessment of services and…

THE LOCAL CHALLENGES

A survey on the fund distribution value chain among private banks revealed significant regional differences…

WINTER RELEASE 2021

We are constantly enhancing the proposition of our suitability service based on regulatory changes, user…

ECOFACT OUR NEW PARTNER

Together with ECOFACT on a sustainable course forward. We are very happy to announce that ECOFACT…

CONSCIOUS INVESTING

“Conscious Investing” is our take on sustainable finance. Our CEO Alberto Rama explains “why we…

DWS x INVESTMENT NAVIGATOR

We welcome with great pleasure DWS Group as our newest Platform Partner on board, supporting our Swiss…

AQUILA TEAMS UP WITH US

The largest Swiss platform for independent asset managers is expanding its offering to include Investment…

UBS – WEALTH MANAGEMENT 2.0

Aufbruch in ein neues Zeitalter. Strengere Regulierung, Online-Vertrieb und die Digitalisierung der Kundenberatung sind nur…

WEALTH MANAGEMENT 2.0

Aufbruch in ein neues Zeitalter. Am nächsten Donnerstag findet die von UBS Asset Management organisierte…
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