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Wealth management experts at the service of private clients
A Franco-German leader in asset allocation
An independent actor to cover Europe
Our front-to-back solutions for banks, asset managers and insurance companies
A FRONT-TO-BACK OFFER TO BOOST OUR CLIENTS' OPERATING EFFICIENCY
Differentiated software solutions derived from our Research & Development:
Bespoke costumer reportings
White label websites, applications for tablets and smartphones
Dematerialised management of life insurance contracts
Easy connection to third-party tools
Services for private banks
Bespoke offer based on front-to-back solutions developed for the specific needs of private banks
Services for life insurance companies
Useful platform for the administrative management of sophisticated life insurance contracts distributed by private banks or IFA networks
Account management for third parties
Robust solutions that are easy to be applied, combined with a proven service quality for independent private asset manager
Depository for UCITS and alternative investment funds
Solid organization and knowledge as a fund manager, complemented by the partnership with EFA for valuation and settlement of fund
Services for Private Assets
Accounting expertise and support services for middle offices of asset managers active in the management of institutional and public private asset funds