Our Software-as-a-Service enables scalable portfolio monitoring and optimization aligned with your sustainability strategy and client preferences and is able to connect any sustainability data and adapt to your system landscape.
SaaS bringing Sustainabilty into Wealth Management
Visualisations and metrics for all your portfolios in one tool.
Broad topic coverage - from risk metrics to sustainability data with the provider of your choice
State-of-the-art user experience for wealth managers to meet clients' sustainability demands effortlessly
Customers: Wealth Management Companies
Connection to banks, wealth managers, (pensions) funds or family offices that would beneift from a scalable sustainabilty monitoring for all their portfolios.
Partners: Data Providers
Introductions to data provider as we are facilitating a scalable use of their data for wealth managers.
Investors
Investors that are looking to invest in a start-up with state-of-the-art financial technology.
