The Swiss CRM made Effortless.
Start a business, with everything you need all in one place
Digital Onboarding
Qualify more investors automatically and close more deals around the clock with digital on-boarding, document ID verification and facial biometrics.
Sales CRM & Pipeline Management Software
Send hyper targeted investment solicitations to each investor, so they get the most out of your advisory, private equity or banking services.
Client Portal & Banking API
Provide hyper-personalised suggestions at scale with a built-in artificial intelligence improving relevancy and suitability for MIFID and FIDLEG.
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