We accompany you to re-design your processes for ensuring your compliance and enhancing your effectiveness.
Our mission
Assist EAMs to comply and be efficient.
Our vision
Regulation imposes new obligations, so we might as well seize them to enhance your operational processes.
Services
What do we provide ?
We adapt your organization
In view of your current situation we propose a new organisation to comply with regulatory requirements. For this purpose, we provide you with an internal documentation set as required.
We implement an ALL-IN-1 System
We implement WIZE and customize it for you, including the connection with custodian banks. As an all-in-one system designed for EAMs, Wize covers all your activities.
We ensure the update and quality of the data contained in your system by carrying out all the administrative tasks that your business requires with focus on informations quality.
We take care of your compliance-related tasks. From setting up processes to configuring WIZE, we monitor your compliance at all times and carry out all the checks required by law.
Optionally we provide an e-banking access for your customers in line with your branding.
And a mobile app to come...
You remain independent
Our entire offer allows you to relieve yourself of time-consuming administrative tasks, allowing you to concentrate on your core business and your clients while fully preserving your independence.
Adapted pricing
Tailor-made pricing and services
Highly competitive prices adapted to your size and activity covering system and services.