Partner - Clear Minds

Personal contact. Enhanced by technology.

Strengthen your personal relationship and give your clients online access to your investment services.

Client Focus

Strengthen the client experience with digital solutions.

Flexible Communication

Communicate with your clients via the platform and face-to-face.

Acquisition & Growth

Win over the next generation with modern technology.

Modern solutions for independent wealth managers

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Digital Solutions (base)
to offer your advisory services also through a digital channel.

More about our Client Portal >

More about our Advisor Tools >

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Investment Solutions (optional)
to enhance your offering with high-quality investment strategies.

More about our investment solutions >

Focus on the end-client

A digital front for your advisory business. Create a completely new experience for your clients and how they consume your services.

Two ways to digitize your advisory services

Delight your clients

Client Portal

Give your clients access to their investments online.

Gain new clients

Advisor Tools

Access new client segments by digitizing your advisory services.

Ihre Privatsphäre ist uns wichtig.