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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
11-50
Founded
2010
Ownership
- External investors (neither clients nor staff)
- Owned by management
- Key staff also have ownership
Incorporated
Switzerland
Locations
- Zug
- Switzerland & Edinburgh
- Scottland
Top 5 Markets
- United Kingdom
- Switzerland
- Russia
- Netherlands
- Denmark
Clients
Facts about the clients
Focus
Fund managers
Serves also
- Single-Family Offices
- Multi-Family Offices
- Banks
- Financial advisors
Product
Get an overview of what this software does.
The basics
Basics about the product
Main tasks
- Portfolio Management
- Compliance (e.g. AML, KYC, regulatory reporting)
- Risk Management
- Data Aggregation
- CRM
- Consolidated Reporting
- Trading (orders only)
Assets supported
- Bankable assets
- Private equity
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance
- MiFID II
- GDPR
- FinSA/FinIA
- UCITS
Whitelabel
Yes
Download Detailed Feature ListTechnology
Look under the hood
Reporting-specific features
They handle reporting like this
Type of data
Transaction level
Custodians
+1000
Multi-currency
- Based on transaction data
- Set multiple base currencies
- Separate holding level gain/loss from currency gain/loss
- Based on holding/position data
Pricing & Co
Learn about the commercials
Cost structure
- AUM based
- Feature based
- Seat based
Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone, Dedicated contact, In person on site support
Pricing of support
Based on SLA
Onboarding
Depending on the complexity of the clients set-up onboarding can range from 1 month up to more than a year. On average we would assume 3-6 months.
