Category: News

We have more than 70 clients including about 30 FAMILY OFFICE. Most of the Family Offices are in Switzerland, but we also have some in Monaco, New York and Quebec. We also have clients in the Bahamas, Panama, Luxembourg and the […]

The wish of the Board of Directors to surround itself with experienced professionals in the field of ASSETS AND TRUST MANAGEMENT does happen. After Mrs. Christina RIVA, Mr. Philippe Perles joins the Advisory Board and will be called upon, as […]

CONCEPT Processus Published by our company in 1998, it allows you to achieve significant productivity gains by daily importing the financial flows (Statements / transactions / etc.) of your banking relationships in order to standardize them and send them to the […]

During the year 2024, our company was able to successfully deal with the hazards caused by the the geopolitical and economic situation, it was nevertheless able to achieves all the objectives it had initially set itself, namely : finalization of […]

For over 30 years, our company has been designing and publishing software intended to cover the specific needs of players working in the financial field, such as : Family Office (Single Family « SFO » / Multi Family Office « MFO »), Independent Asset […]

As part of your activity of managing a Single Family Office or a Multi Family Office, you want to question your work processes, partially or totally digitized, in order to adapt to the various constraints that have arisen in recent […]

Within the framework of the LSFIN / LBA, the most part of external asset managers seek to compare the different software allowing them to meet the requirements in force while offering them new possibilities in terms of consolidation, reporting, compliance, […]

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 […]