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5+ years of delivering strategic advice supported by technology to family offices, asset managers and investment experts globally.
CDDS and InvestGlass provide a wide range of solutions that allow the screening of your clients names against the worldwide black lists, official sanctions list and PEP (Politically exposed persons) list. Our solutions enable you to run your namecheck against the following lists.
Trusted, objective stock, ETF, fund ratings, analysis, and portfolio tools.
Neuroprofiler is a behavioral finance game that allows financial advisors to evaluate their client investor‘s profile in line with new European requirements; specifically the directive MiFIDII. The game integrates a highly scientific testing method whilst allowing the user to have fun. Here Tiphaine Saltini, co-founder of Neuroprofiler, an already highly successful startup, talks to you about why their startup matters in the world of risk profiling…
IBO offers unique platforms, consisting of real data, with which one can efficiently compare and monitor portfolios.
Raizers is an online european crowdinvesting platform.