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Designed for EAMs

Take care of your clients,
we manage the rest

Inclusiv helps EAMs to enhance operational efficiency implementing new regulatory requirements LBA, LEFin, LSFin.

About us

Get THE right solution for EAMs

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.

Discover WIZE

We manage your operations

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. 

What we do

We ensure your compliance

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.

What we do

We provide modern tools to your clients

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.

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Operations

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Compliance

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Controls

Contact

How to contact us ?

Call us

+41 21 801 25 54

Send an email

info@inclusiv.ch

Meet us at

Rue du Collège 4, 1100 Morges