Consulting
Analysis Services
Data feed
Standard Software
invest suite (for advisor)
Intro
Features
Configuration
Handouts
Q&A
Videos
Testaccount
>> Login
portfolio impact (for clients)
APIs
Individual Software
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Consulting
Analysis Services
Data feed
Standard Software
invest suite (for advisor)
Intro
Features
Configuration
Handouts
Q&A
Videos
Testaccount
>> Login
portfolio impact (for clients)
APIs
Individual Software
Consulting
Analysis Services
Data feed
Standard Software
invest suite (for advisor)
Intro
Features
Configuration
Handouts
Q&A
Videos
Testaccount
>> Login
portfolio impact (for clients)
APIs
Individual Software
TRANSLATING COMPLEX PROCESSES
IN TRANSPARENT PROCEDURES
From Retail Banking up to Private Banking
We do that for you.
THE MODERN PORTFOLIO THEORY
AS A SMART WEB-APPLICATION.
Holistic Portfolio Advice
with 'invest suite'.
DIGITAL FINTEC MEDIA?
SURE, BUT ALWAYS WITH PERSONAL CONTACT.
We deliver the Concept.
And if you like, also the Solution.
ALL CUSTOMERS AT A GLANCE.
ANALYZE. SIMULATE. OPTIMIZE.
We realize individual Evaluations.
Mathematically. Scientific. Innovative.
We develop solutions for advisory processes in private investments
since 1993 - in whole europe - with passion
Consulting
Support and developement of processes and solutions for all aspects of investment advice.
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Analysis
Individual analyzes and scenarios for a large number of security portfolios.
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Datafeed
Mighty information service for analyzing security portfolios.
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Standard Software
Ready to use software for your investment advisory team.
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APIs
Independent feature bundles for an enrichment of Portals, Tools and Apps
.
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Individual Software
Customized software for all segments of investment advice.
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