Our services

Support

Employees of our team ‘Support’ have, on average, more than 10 years of seniority in our company. They all gained experience not only in technology but also and especially in the functional knowledge of our solutions.

Training

The training is provided by qualified employees (more than 15 years of experience). It is adapted to the specific needs of our clients, thus ensuring flexibility.
It can be provided by a tele-training.
This training can be given in English or French

Consulting

In order to optimize the installation, implementation and configuration of our software, our staff, through their skills and experience, advise you to define the process and planning work to be done.

Programming

Our IT department can:

  • Adapt our standard products to various technical and / or functional evolutions
  •  Analyze and develop complementary programs addressing the specific needs of our clients.
Banking Interfaces

Our CONCEPT Processus solution enables the interfacing of transactions, positions (securities statements), securities values, securities prices, exchange rates, as well as electronic documents (account statements, portfolio statements, bank notices, etc.) from a wide range of Swiss and international banks (Canada, USA, Monaco, UK, Luxembourg, France, Bahamas, Singapore, Hong Kong, Dubai).

To assist our clients in setting up data flows, monitoring them and controlling the data imported into CONCEPT, CPS offers the following services:

  • Daily reconciliation service of calculated positions with bank positions (securities statements provided by banks)
  • Result analysis control service (Performance)
  • Management service for encryption keys and/or tokens for banking data flows
DMS Interface :

The document management system offered in CONCEPT solutions can be integrated with an external electronic document management and archiving system, such as M-Files DMS or THEREFORE™ DMS (marketed by CANON).

Multi-check compliance : WorldCheck, FACTIVA, SECO, OFAC,..

This module allows you to interface and automatically compare all your data (individuals, entities, contacts, prospects, etc.) with one or more external data sources (blacklists). It is a highly valuable tool for ensuring proper compliance execution.