Wealth management
Advisor workstations & wealth platforms.
Advisor workstations, client portals, and portfolio platforms for private banks and wealth managers — built for MiFID II and the suitability regimes that follow.
Industry challenges
What our clients face.
- 01Advisors need real-time decision support reflecting current portfolio and rules.
- 02Suitability and appropriateness checks must be auditable across every recommendation.
- 03Client onboarding involves complex KYC across multiple jurisdictions.
- 04Portfolio reporting must integrate data from many systems in near real time.
Our solutions
How we help.
Advisor workstation
Single workstation combining client view, suitability checks, recommendation, and execution.
Client portal
Self-service portals for clients with portfolio views, document vault, and secure messaging.
MiFID II compliance
Embedded suitability and appropriateness checks with full audit of every advice event.
Onboarding & KYC
Multi-jurisdiction onboarding with risk scoring and document collection.
Have a system to build or modernize?
Talk to one of our solution architects about your project. We will respond within one working day with a clear plan for next steps.