Help advisors browse a wider source of informations more efficiently. We filter and summarise information instantly. Whether for financial news or internal reports.
Ensure compliance by providing institution-approved information.
We provide you with a Swiss based AI to ensure your data stays within Switzerland at all time.
Strategically align your internal view or world news with your funds information. Gain immediate insights into impacts on your portfolios.
Our system ensures compliance by using institution-approved funds and reports only.
Receive a curated list of client engagement ideas.
Our system ensures compliance by recommending institution-approved funds only.
This feature operates effectively without the need for personal sensitive client data.
