Priced to suit your business

Simple plans, no contracts, no setup, no hidden fees

INVESTOR

CHF 25

per user/per month
  • Content management system - CMS
  • Financial data
  • Funds
  • Portfolio
  • Performance
  • On-boarding Form
  • Client relationship system - CRM
  • Leads
  • Call report
  • Risk & Compliance
  • Monitoring

ADVISOR

CHF 250

per user/per month
  • Content management system - CMS
  • Financial data
  • Funds
  • Portfolio
  • Performance
  • On-boarding Form
  • Client relationship system - CRM
  • Leads
  • Call report
  • Risk & Compliance
  • Monitoring

FIRMS

SCALABLE

On demand
  • Third-party API
  • Team training
  • Client training
  • Additional markets feeds
  • Client facing portal
  • Bespoke digital onboarding
  • Besopke template PDF PPT
  • Bespoke trade blotters
  • Bank connectivity
  • Custodian connectivity
  • 8AM-8PM CET Week Days Support
This page is provided for information purposes only and is not warranted to be error-free, nor is it subject to any other warranties.