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With over 15 years of industry experience, Appway enables financial institutions to reach their goal of becoming truly client-centric and operating efficiently, while remaining compliant across jurisdictions. Our scalable software solutions cover the entire client lifecycle: prospecting, onboarding, KYC and customer due diligence, client update and maintenance, and regulatory and... Read More
Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform,InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of... Read More
In today’s mobile world, your business needs its’ own high engagement app - within your brand. Your app must deliver a private, interactive experience to secure the growth and directly loyalty of your customers. Moxtra can make your app into a one-stop destination for your clients to engage and complete... Read More
Private Client Resources
PCR is the leading provider of Private Wealth Aggregation solutions delivering consolidated investment data to world’s wealthiest families and their advisors. With over 600 electronic data sources and technology that automates the collection of non-structured data from statements and documents, we help private banks, trust banks, multi-family offices and other... Read More
UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. Its business strategy is centered on its pre-eminent global wealth management businesses and its leading universal bank in Switzerland. Together with a client-focused Investment Bank and a strong, well-diversified... Read More