Switzerland, Lichtenstein, Luxembourg, Singapore, Monaco, Hong Kong and other) as well as other providers of financial data. - Wealth management web platform built on top of an API engine. It covers a broad scope of mission-critical services for our clients, such as portfolio management, automation of client invoicing, risk profile monitoring, compliance checks and consolidation of assets from various custodian banks. The platform is distributed via the SaaS model and stores all data in a secure cloud environment.