Business - Clear Minds

Personal contact. Enhanced by technology.

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

Stay Relevant

Win over the next generation with modern technology.

Increase Quality

Strengthen your advisory services with a digital customer experience.

Remain Secure

Secure connections to custody banks and data stored on Swiss servers.

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 Portal >

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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 services with a platform for client acquisition, digital reporting, trade recommendations, tax reports and much more.

Two ways to digitize your advisory services

Delight your clients

Client Portal

Give your clients access to their investments online.

Gain new clients

Advisor Portal

Access new client segments by digitizing your advisory services.

We respect your integrity.