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’

‘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

Don't Settle for wealth manageMent technology designed for the masses

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