Wealth management
Replace your legacy systems in months to reduce complexity, time to market and operational costs.
Ready-made applications for wealth management
Compliance & automation
KYC
Protect yourself against fraud, corruption, and terrorist financing. Automate and stay up to date with Know Your Customer standards.
Case management
Unit Holder Registry
Our tailored unit holder solutions support managing unit holders, including reporting and compliance with regulations.
Compliance & automation
PePs and Sanction List Screening
Detect Politically Exposed Persons (PePs) and prevent the onboarding of individuals under sanctions. Create alerts and investigate transactions from PePs or sanctioned individuals.
Compliance and automation
Transaction Monitoring
Detect and prevent fraudulent transactions and suspicious activities.
Complete solution
Commission and Fee Calculation
Calculate and deduct fees for mediation and management costs.
Account management
Pension Account
React within short deadlines to significant changes in laws and regulations, like one of our customers did when creating an application in response to the Norwegian “own pension account” reform.
Compliance
Tax Reporting
Calculate and report tax to authorities. Stay up to date with changes in laws and regulations. Do it yourself or leave it to a third party.
Compliance & automation
AML
Automate transaction monitoring, transaction categorizing, risk assessment, and case management with user-administrated rules and straight-through processing (STP).
Complete solution
Asset And Wealth Management
Let our industry professionals compose a lightweight, tailored solution based on best-practice application templates.
Integration
Settlement
Reconcile trades, manage cash flows, and settle transactions efficiently – all in one place.
Complete solution
Order Management
Automate and streamline the ordering process from different sources, from initial request to final delivery.
Our selected experts in wealth management
CHRISTIAN
"The no-code space is still emerging, so there’s a constant feeling of discovery. I love being part of a movement that’s redefining how solutions are built."
VISNU
“It gives me great joy to combine my domain knowledge and technical insight to provide solutions above and beyond my clients’ expectations.”
ANDREA
"It’s rewarding to work on something that breaks down the tech barriers for businesses. We get to be part of their journey to faster and smarter solutions."