Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Company
Facts about the company
Employees
0-10
Founded
2017
Ownership
- Owned by management
- Key staff also have ownership
- External investors (neither clients nor staff)
Incorporated
Switzerland
Locations
Zurich
Top 5 Markets
- Germany
- Liechtenstein
- Switzerland
- United Kingdom
- Austria
Avg. AUM per client
$30M
Clients
Facts about the clients
Focus
Single family offices
Serves also
- Multi family offices
- Financial advisors
- UHNWIs
Product
Get an overview of what this software does.
The basics
Basics about the product
Main tasks
- Consolidated Reporting
- Compliance
- Governance
- Data Aggregation
Top features
- Structured charts
- Automated way of forwarding documents via Email into software
- Balance Sheet in a simple format
- Collaboration of readers and editors
Assets supported
- Private equity
- Bankable assets
- Real estate
- Rare collectibles
Compliance
GDPR
Whitelabel
Yes
Technology
Look under the hood
Type Of Software
SaaS
Security
- Encryption and decryption (256-bit) of data takes place in cleint’s browser
- Encryption and decryption (256-bit) of data is only possible with knowledge of password
- 2FA process
Ecosystem
Own software ecosystem
Mobile App
No
Reporting-specific features
They handle reporting like this
Type of data
Holding level
Accuracy
- Daily reconciliation with custodians
- GAP Analysis
Multi-currency
- set multiple base currencies
- holding/position data, based on transaction data
Pricing & Co
Learn about the commercials
Cost structure
- Flat fee
- Seat based
Average cost p.a.
CHF 5k
Support & Services
Learn what support and services you can expect
Support options
In person on site support, General contact mail or phone
Pricing of support
Free support
Onboarding
Strongly depends on the complexity of a client (can be between half a day and a week)
Customisation
Colours and Logos
Bespoke development
Not yet, but open to discuss if there is a need
Added services
Data entry
