Investment Reporting, Consolidation and Risk Monitoring
Independent, family-owned, and Swiss-based for over 25 years.
We empower ultra-high-net-worth individuals, family offices, investment companies, asset managers, trusts, and foundations with informed decision making.




Investment Intelligence
Transform complex data into actionable insights. Our platform delivers real-time visibility across your global assets, with precise metrics on risk exposure, equity positions, and bond portfolio duration. Track performance against custom benchmarks and maintain complete cost transparency.

Global Portfolio Consolidation
Gain a unified view of your entire wealth spectrum. Our expert team consolidates your global portfolio based on auditable securities accounting in any currency, seamlessly integrating both traditional and alternative investments - from public markets to private equity, real estate, art, and luxury assets.

Advanced Risk Management
Stay ahead of market volatility with proactive risk monitoring. Our sophisticated system tracks individual stock exposure across your consolidated portfolio while ensuring strict adherence to your investment criteria. Perfect for trustees and fiduciaries seeking to maintain compliance and minimize liability.

Investment Audits and many more
We represent our clients towards third party financial providers, evaluate and advice on the selection of banks and asset managers (through custom beauty contests) and negotiate best terms and conditions for our clients (25 years experience, several benchmarks through broad client base, strong network amongst providers and high placement power).
Frequently Asked...
Find answers to your most pressing questions about our wealth management software.
Our software is designed specifically for private wealth managers. It provides tools to manage Ultra High Net Worth clients effectively. With features tailored to their unique needs, it streamlines the investment process.
The software integrates seamlessly with existing systems. It offers real-time data analytics and reporting tools. This allows wealth managers to make informed decisions quickly.
Absolutely, security is our top priority. We utilize advanced encryption methods to protect sensitive data. Regular security audits ensure compliance with industry standards.
Our dedicated team is ready to assist with any issues. Additionally, we provide comprehensive training resources.
Yes, our software is highly customizable. Users can tailor features to meet their specific needs. This flexibility enhances the overall user experience.
Our Team
Meet the experts dedicated to your financial success.

Champions regulatory excellence and client interest protection.

Expert fiduciary and auditor specializing in comprehensive client accounting solutions.

Creates tailored financial strategies navigating complex wealth landscapes.

Ensuring all our clients records are up-to date and safely stored.

Focuses on advanced risk assessment and asset protection strategies.

Drives portfolio optimization across all asset classes with comprehensive reporting strategies.

Perfection in processes, technology and security building the platform for our services.

Strong support along all our services and inhouse event manager keeping our team together.
We're Hiring!
Join our team of financial experts today!
Contact us
Have questions about our services? Our team is ready to help shape your wealth management strategy.