Wealth Manager Toolbox
Key features
- Aggregation between custodians
Description
Simplewealth enables independent asset managers and private bankers to aggregate into a unique clean dataset all the inputs from their clients' custodians.
Our tool receives, processes and understands the custodians' inputs. Then it translates them into one simple view for the asset manager to work on.
At a glance, the asset manager knows what is in the clients' portfolios, how much fees were paid and check that all transactions are compliant and appropriate.
Additionally, we offer an easy-to-use API to access data and build tailor-made tools - for example, integrations with market leaders in financial data, KYC, tax reclaim and CRM providers.
Company description
Asset managers need to analyze their client portfolios to make informed decisions. They spend a lot of time juggling between different reports from their custodians. Simplewealth enables asset managers to aggregate into a unique clean data set all the inputs from their custodians. Our tool understands the custodians inputs and translates them into one simple view for the asset manager to work on. At a glance, they know what is in their portfolio, how much fees they pay and check that all transactions are compliant. We built integrations with market leaders in financial data, KYC, tax reclaim and CRM providers. We also offer an easy-to-use API to access data and build tailor-made tools. Designed with client privacy in mind, the platform enables you to encrypt any information. Simplewealth AG is a regulated Independent Asset Manager and operates its own platform for its clients. You can find out more about how the platform can help you at www.simplewealth.ch/platform.
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Key features
Key features
- Aggregation between custodians
Description
Description
Simplewealth enables independent asset managers and private bankers to aggregate into a unique clean dataset all the inputs from their clients' custodians.
Our tool receives, processes and understands the custodians' inputs. Then it translates them into one simple view for the asset manager to work on.
At a glance, the asset manager knows what is in the clients' portfolios, how much fees were paid and check that all transactions are compliant and appropriate.
Additionally, we offer an easy-to-use API to access data and build tailor-made tools - for example, integrations with market leaders in financial data, KYC, tax reclaim and CRM providers.
Company description
Asset managers need to analyze their client portfolios to make informed decisions. They spend a lot of time juggling between different reports from their custodians. Simplewealth enables asset managers to aggregate into a unique clean data set all the inputs from their custodians. Our tool understands the custodians inputs and translates them into one simple view for the asset manager to work on. At a glance, they know what is in their portfolio, how much fees they pay and check that all transactions are compliant. We built integrations with market leaders in financial data, KYC, tax reclaim and CRM providers. We also offer an easy-to-use API to access data and build tailor-made tools. Designed with client privacy in mind, the platform enables you to encrypt any information. Simplewealth AG is a regulated Independent Asset Manager and operates its own platform for its clients. You can find out more about how the platform can help you at www.simplewealth.ch/platform.
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