Your Wealth Management Marketplace
«Our tools enable you to design
your investment plan like a pro»
- + Personal selection
- + Full access to all fund types
- + Shared intelligence
- + Cost-efficient
«Our tools enable you to design
your investment plan like a pro»
Become visible by being listed in our network of experts our users can reach out to
Match your clients digital expectations and promote your skills more easily
DRAASTIC is our smart tool which assesses your client wealth and risk profile; maps investment strategies and allocates risks across all asset classes.
Match your clients digital expectations and promote your skills more easily
Control and adjust your client portfolio at any time and we will implement all changes