As part of your activity of Trustee involving the administrative follow-up of companies as well as the management of non-bank assets, you want to think about in order to design a solution allowing you to achieve productivity gains while meeting new following requirements or necessities :
- Legal requirements (AML / LSFIN / LEFIN)
- Flexibility in the organization of works remotely
- Complete digitization of your work processes
- Use of banking or other interfaces
Very quickly, you will realize that it is necessary not only to evaluate the functions provided by each software but also to understand and verify that it can adapt to your own IT environment :
- Data localization: in your offices or hosted in a Datacentre in Switzerland in foreign countries
- Data protection: Secure access, VPN, Firewall, Anti-virus, Backups, …
Our company, based in Nyon, publisher of financial software for more than 30 years, offers to accompany you in this global approach through:
- Our solution CONCEPT Trustee.
- Local partners, recognized for the infrastructure part.
CASE 1 : You do not have a server and only use the MICROSOFT OFFICE / 365 tools, as well as access to e-Banking platforms via internet
We assist you in a comprehensive solution with :
- Hosting in a certified SWISS Datacentre
- Secure access from your office or from home
- Full support for backup, antivirus
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You just to use our CONCEPT Trustee solution:
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CASE 2 : You already have a complete infrastructure with server :
- Either locally in your offices
- Either hosted in a Datacentre
| CONCEPT Trustee fits perfectly into your architecture |
CONCEPT Trustee is modular and scalable. This faculty gives us the possibility, after analysis of your current and future needs, to customize a software corresponding to the best adequacy (costs / needs).
Our managing director, Jean-Régis Mermillod (jmermillod@cpsltd.ch / +41 79 820 40 36) is at your entire disposal to present the various possibilities of the software and assist you in the analysis of your needs.