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Provider Type

Technology Providers

Tagline

Your Software to Master Wealth Management

Founded

2012

Location

Germany (Frankfurt and Munich)

Verified

Verified

Categories

AccountingComplianceConsolidated ReportingData AggregationImpact & ESGPortfolio ManagementRisk Management

Services

Target Segments

Fund managerIndependent financial or investment advisorMulti-family officeSingle-family office

Regions Served

Client Types

SFOMFOWealth ManagersBanksFinancial AdvisorsConsultanciesInsurersTax Advisors

Provider Type

Technology Providers

Tagline

Founded

Location

United States of America

Verified

Not verified

Categories

Portfolio Management

Services

Target Segments

Regions Served

Client Types

Website

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