AWARDS
We are honored to be recognized for our commitment and dedication to revolutionizing how private wealth is analyzed, reported, and managed.
‘Best Consolidated Reporting’
Family Wealth Report
Awards – 2023
‘Best Client/Consolidated Reporting’
WealthTech Americas Awards – 2023
‘Best Reporting System’
Private Asset Management – 2023
‘Best General Ledger System’
Private Asset Management – 2021
‘Most Innovative FinTech Solution’
Swiss Wealth Briefing Awards – 2019
‘Most Promising FinTech Solution Providers’
CIO Review – 2018
‘WealthTech 100’
2018
‘Best Investment Reporting Platform of the Year’
ACQ Global – 2017
‘Top Technology to Watch – FinTech 20’
American Banker – 2016
‘Best Newcomer’
Private Asset Management – 2015
