Sail the seven seas
Next generation solutions for financial planners, legal and tax experts, trustees, notaries, financial service providers and family councils
for more information contact us on info@trust-in-motion.com
Set your sails
benefit from business engineered collaborative workflows which enables you to serve clients globally, anywhere, anytime within a protected, secure, private environment
Captains Order
Addressing and rising to the challenges wealth managers face

You are a financial planner and so you are a qualified investment and wealth planning professional. You help your individual and corporate to meet their long-term financial objectives by analyzing their personal, family and business financial status and setting a program to achieve their goals. You specialized in tax planning, asset allocation and reporting, risk and compliance management, relocation, retirement and / or estate planning.

*

Today you work mainly with Microsoft Office and some specialized software modules, mainly accounting. IT is not an issue because it offers you the right flexibility to adjust your template in short time to provide your clients tailor made contracts and reports. But the number of administrative office tasks, negotiations with banks and financial service entities, the increasing regulations, the risk control assessment done by local regulators, external audit companynies or self-regulatory organisations (e.g.  VQF) and the increasing labor cost for ad-hoc expert services like legal oder tax statement, consolidated wealth reports or AIA / FATCA reporting is continuously increasing. You work more hours for less margin and you realize, you cannot do everything on your own or within your current local team. Things become to complex and require specialized know how. you can either go out of the market, oursource some business, insource additional business to better allocate your enhance labor force or you intensify active collaboration with experts with the need to share client insight and client financial data with the risk of disclosure of client data, violating client privacy, data and document loss, inefficient service allocation and rising organizational costs, missallignments, shringking service quality – so what can you do.

*

TIM Software – two instances: TIMprivate (in your environment) and Teampublic (offering you access to your partners and the rest of the world)

*

TIM offers you tailored financial planning functionalities processed in market tested workflow and the ability to savely share data within your team and across companies and independent service provider, for each client and mandate individually. You can keep your clients data private within your protected environment (TIMprivate modul in your environment). You can actively collaborate with others using predefined market proven collaborative workflows which guids your experts through the process while ensuring full client data confidentielity (non-disclosure).

Your partner data remains within your environmen, is private and save (virtual teams)

You can build ad-hoc and long-lasting collaborative teams (virtual networks)

You can modularize your service offering, benefiting from advantages of a clearly structured, organizational setup without having to form it (virtual organizations)

Your client can benefit from global expertise, full data protection and a first-class real collaboraton and real service

You are a legal expert or tax professional or a notary and so you are a qualified to help family offices, investment managers, financial planners, wealth managers or banks in highly complex situations.

You support your mandators to meet their client promiss to deliver tax planning, asset allocation and reporting, financial helth checks, investment management, risk and compliance management, relocation, retirement and / or estate planning.

*

Today you work mainly with Microsoft Office and some specialized software modules, mainly accounting. IT is not an issue because it offers you the right flexibility to adjust your template in short time to provide your clients tailor made contracts and reports. But the number of administrative office tasks, negotiations with banks and financial service entities, the increasing regulations, the risk control assessment done by local regulators, external audit companynies or self-regulatory organisations (e.g.  VQF) and the increasing labor cost for ad-hoc expert services like legal oder tax statement, consolidated wealth reports or AIA / FATCA reporting is continuously increasing. You work more hours for less margin and you realize, you cannot do everything on your own or within your current local team. Things become to complex and require specialized know how. you can either go out of the market, oursource some business, insource additional business to better allocate your enhance labor force or you intensify active collaboration with experts with the need to share client insight and client financial data with the risk of disclosure of client data, violating client privacy, data and document loss, inefficient service allocation and rising organizational costs, missallignments, shringking service quality – what can you do.

*

TIM Software – two instances: TIMprivate (in your environment) and Teampublic (offering you access to your partners and the rest of the world)

*

TIM offers you tailored financial planning functionalities processed in market tested workflow and the ability to savely share data within your team and across companies and independent service provider, for each client and mandate individually. You can keep your clients data private within your protected environment (TIMprivate modul in your environment). You can actively collaborate with others using predefined market proven collaborative workflows which guids your experts through the process while ensuring full client data confidentielity (non-disclosure).

Your partner data remains within your environmen, is private and save (virtual teams)

You can build ad-hoc and long-lasting collaborative teams (virtual networks)

You can modularize your service offering, benefiting from advantages of a clearly structured, organizational setup without having to form it (virtual organizations)

Your client can benefit from global expertise, full data protection and a first-class real collaboraton and real service

You are a qualified investment Advisor or Asset Managing professional. You help your individual and corporate clients to analyze their corrent financial situation, create their investor profile to assess their performance ambitions, risk appetite and loss capacity. You offer capital market insights and offer efficient asset allocation and  special investment opportunities tailored to their needs and profile. You specialized in investor profiling, asset allocation, investment risk management, total wealth reporting.

*

Today you work mainly with Microsoft Office and some specialized software modules, mainly Portfolio Management. IT is not an issue because it offers you the right flexibility to adjust your template in short time to provide your clients tailor made contracts and reports. But the number of administrative office tasks, negotiations with banks and financial service entities, the increasing regulations, the risk control assessment done by local regulators, external audit companynies or self-regulatory organisations (e.g.  VQF) and the increasing labor cost for ad-hoc expert services like legal oder tax statement, consolidated wealth reports or AIA / FATCA reporting is continuously increasing. You work more hours for less margin and you realize, you cannot do everything on your own or within your current local team. Things become to complex and require specialized know how. you can either go out of the market, oursource some business, insource additional business to better allocate your enhance labor force or you intensify active collaboration with experts with the need to share client insight and client financial data with the risk of disclosure of client data, violating client privacy, data and document loss, inefficient service allocation and rising organizational costs, missallignments, shringking service quality – what can you do.

*

TIM Software – two instances: TIMprivate (in your environment) and Teampublic (offering you access to your partners and the rest of the world)

*

TIM offers you tailored financial planning functionalities processed in market tested workflow and the ability to savely share data within your team and across companies and independent service provider, for each client and mandate individually. You can keep your clients data private within your protected environment (TIMprivate modul in your environment). You can actively collaborate with others using predefined market proven collaborative workflows which guids your experts through the process while ensuring full client data confidentielity (non-disclosure).

Your partner data remains within your environmen, is private and save (virtual teams)

You can build ad-hoc and long-lasting collaborative teams (virtual networks)

You can modularize your service offering, benefiting from advantages of a clearly structured, organizational setup without having to form it (virtual organizations)

Your client can benefit from global expertise, full data protection and a first-class real collaboraton and real service

You are a legal expert, tax professional, investment Advisor, financial planners, wealth manager, Charity & Philanthropy specialist and you help families in managing their private, business and wealth situations.

You support the family members in tax planning, asset allocation and reporting, financial helth checks, investment management, risk and compliance management, relocation, retirement, estate planning, charity & philanthropy and family governance / meidation.

Today you work mainly with Microsoft Office and some specialized software modules, mainly Portfolio Management. IT is not an issue because it offers you the right flexibility to adjust your template in short time to provide your clients tailor made contracts and reports. But the number of administrative office tasks, negotiations with banks and financial service entities, the increasing regulations, the risk control assessment done by local regulators, external audit companynies or self-regulatory organisations (e.g.  VQF) and the increasing labor cost for ad-hoc expert services like legal oder tax statement, consolidated wealth reports or AIA / FATCA reporting is continuously increasing. You work more hours for less margin and you realize, you cannot do everything on your own or within your current local team. Things become to complex and require specialized know how. you can either go out of the market, oursource some business, insource additional business to better allocate your enhance labor force or you intensify active collaboration with experts with the need to share client insight and client financial data with the risk of disclosure of client data, violating client privacy, data and document loss, inefficient service allocation and rising organizational costs, missallignments, shringking service quality – what can you do.

*

TIM Software – two instances: TIMprivate (in your environment) and Teampublic (offering you access to your partners and the rest of the world)

*

TIM offers you tailored financial planning functionalities processed in market tested workflow and the ability to savely share data within your team and across companies and independent service provider, for each client and mandate individually. You can keep your clients data private within your protected environment (TIMprivate modul in your environment). You can actively collaborate with others using predefined market proven collaborative workflows which guids your experts through the process while ensuring full client data confidentielity (non-disclosure).

Your partner data remains within your environmen, is private and save (virtual teams)

You can build ad-hoc and long-lasting collaborative teams (virtual networks)

You can modularize your service offering, benefiting from advantages of a clearly structured, organizational setup without having to form it (virtual organizations)

Your client can benefit from global expertise, full data protection and a first-class real collaboraton and real service

Shrinking Performance / Contribution after cost / Margins / Quality of Service / Customer Loyalty,

Financial Entities and ISP (individual Service Provider) have to meet the market challenge and to further develop own company and business i.t.o.

  • find proper financial planning and wealth management solutions based on clients individual needs
  • always comply with international trust and finance regulations
  • protect clients privacy
  • continuously improve own core competencies
  • focus on profitable tasks and mandates
  • get ad-hoc access to expert services of banks, trust companies, legal firms, etc. around the world
  • leverage best practices within and between trust companies
  • efficiently allocate resources
  • simplify collaboration
  • reduce client reltionship TRX & organizational cost and risks

financial planning and wealth management service provider appreciate IT services, if it helps to:

  • protect and continuously improve own core capabilities to provide best client services
  • securely integrate partner capabilities and market services into own value chain
  • guide financial planning service providers teams through a certified, best practise collaborative workgroup process
  • define own products, services and processes within a framework of certified tasks and components
  • structure own organization according corporate strategy or individual flavour without IT changes
  • allocate resources according to skills, competences and experiences to ensure best quality
  • allocate tasks to partners and market service providers to significantly reduce service cost and risks

clients appreciate the services of financial service providers, if they are able to:

  • build trusted and personal relationship with clients and clients affiliates / family around the world
  • protect everyone’s wealth and privacy
  • able to aggregate and review clients overall wealth
  • find proper financial planning solutions based on clients individual needs
  • always comply with international finance and security regulations
  • always be supported by the best service provider
  • always offer best value for money
Hazards ahead
Addressing and rising to the challenges wealth managers face

Your client base is ageing and continue disclosing their financial relationships. More than ever they seek financial, legal, tax or succession advise and personal guidance. Do you have all the skills on hand and do you need focused help?

 

Your clients want to work directly with competent advisors who offer your client the most suitable and appropriate tailored solution. Do you have a broad network all the skills you may need on hand?

 

One day these clients transfer their wealth to their heirs. You need to connect with the younger generation, earn their trust and interact with them in the digital world. Are you the person or the company of choice  of the next generation?And are you connected to the digital world?

 

You serve clients globally. Tax transparency and after cost and tax returns affecting the way your clients behave and invest. You are struggling to keep pace with the scale and speed of current and future regulations while the cost of regulations is rising significantly.

 

You are facing increasing scrutiny from regulators in the areas of client protection, advice suitability and product disclosure. Especially CRS, FATCA or compliance with local regulations bind resources, takes enormous unchargeable effort and is prone to errors.

 

You need predefined workflows with integrated global or country specific rules and routines to automate compliance and documentation work. At any time and case you want to have the ability to review the rules applied, assess the current findings and steer the process.

Your clients have disclosed their financial situation but appreciate the privacy of your services. In addition they are expecting you to deliver best in class services. They are open to be globally served by you and your global experts of juice to provide tailored services any place, any time via any channel.

 

Based on their personal and family situation they need require global total wealth advise, stable and legally accurate tailored succession, inheritance and tax planning services, special direct investment options, relocation and company management proposals as well as structured finance or loan opportunities.

 

On this journey they want to be co-piloted by their family members, family councils, a family office, an independent investment, tax, legal advisor or a friend and person of trust, each with their own role, dedicated access to personal and family data, financial information with defined authorization to only advise and perform agreed tasks during a defined time period and place.

 

They expect you to guide any client and service provider side remotely or even though they are not sitting face to face with you. They want to get ad hoc information about their wealth, products, structures, mandate and transactions and execution of their orders. They wish to stay pro-actively engaged through mobile devices.

Your daily work tend to become more and more towards non chartable purely administrative work (e.g. regulations). Your financial partners tend to continuously outsource or reduce their former ad-on services and service quality level and leave you with additional operative work.

 

This reduces the time available to provide value add tasks such as acquiring prospecting clients, offering excellent proposals and delivering tailored services to improve the client relationship and excel client expectations the strengthen client retention to be and stay the partner of choice.

 

As a result you may optimize your client portfolio or serve client on different quality levels with negative impact on your reputation, your returns and your cost base.

 

You want to manage more clients with less effort, anytime, anywhere.

You want to reduce your administrative burden, spend more time facing clients and focus on their satisfaction.
You want to be informed and anticipate your clients’ needs.

Above all, you want to help your clients thrive.

 

You require tools which will automate your work and provide you with intelligent real-time analytical support at each step of your collaborative workflow.

You are facing pressure on margins. This is due to subdued client activity, greater price transparency, elimination of retrocession fees and continuously increasing costs resulting from growing regulations, administration and subject expert labour or 3rd party service cost. Your business is still profitable but the effort per client and mandate as well as the risk costs are continuous growing.

 

It seems to be a matter of time till your business is not profitable anymore. You can either reduce your business and adjust the labour force, insource additional business and allocate the labour resources more effective, outsource small number tasks or non-core tasks to partner or offshore / nearshore to more cost effective locations.

 

Your challenge is to ensure und further improve client experience and service quality while meeting the increasing regulations and retaining clients and next generation.

 

You want to become more profitable

 

You need a tool to manage globally distributed workflows, fully flexible, performing secure front to end tasks, automate tasks where suitable and appropriate, allow manual adaptations and customization and fully supports you in delivering tailored service fully protecting client’s privacy

The internet and the evolution of communication devices is changing the way you and your clients are awaiting and dealing with tools.

 

Tools you appreciate must be “perfect”. They must be easy to use, fully flexible, providing highest level of security fully protecting your and your client privacy. You are not willing to invest in untested tools being the first tester or mover. You want to benefit from the effort and the experience of others. You wonna use business proven tasks and workflows already tested in the real environment.

 

You are not yet fully prepared to interact and collaborate in the digital world and till now you havent found an Business Solution Partner of trust or a tool which meets all your needs.

 

We help you prosper

 

You need a tools which provides you with market tested collaborative workflow capabilities, which is fully flexibel, can be tailored to your needs, allows you to build ad-hoc and long lasting madate individual or company wide collaborative partlership to jointly deliver tailored best in class sollutions while actively collaborating with your clients, partners and service providers globally.

Sail the seven seas
Beautiful solutions to serve clients globally, anywhere, anytime

Improve the way you prepare, present and follow up any client interaction.
Impress your clients with your structured approach and never forget any details.
You can easily keep in sync your calendar entries and bookings (e.g. restaurants) on all devices. Your agenda items are automatically checked against country manuals to ensure all your client interactions are fully compliant with regulations.
You have access anywhere, anytime to all marketing & contracting material The Meeting Planner prepares and organizes all relevant documents automatically for your meeting agenda.
You can take notes and follow up on client requests to ensure no information is lost. All your client interactions are automatically logged and all client correspondence is stored.
Monitor client investments and create superb investment proposals tailored to your clients. Help your clients achieve superior investment performance while taking adequate risks.
You will be notified as soon as any client investments need attention. You monitor more than 40 different aspects of the investments to tap opportunities and achieve superior performance.
Creating investment proposals has never been so easy, intuitive and fun. You can personalize the investment rationale and generate state-of-the-art investment proposals.
You can compare your proposal against benchmarks. Moreover you can simulate customizable scenarios (past & future). You can find and compare products suited to your clients’ needs.
Create beautiful, consolidated reports. Impress your clients with state-of-the-art reporting tailored to their needs.
You can choose from multiple designs created by graphic designers. You can create your own reporting bundle with executive summaries and detailed reports.
You can generate reports in 5 languages and we are continuously adding more. Wherever your clients’ assets are booked, you can produce consolidated reports.
You can enter standing orders so that reports are produced according to your clients’ needs. You benefit from our very high data quality which is regularly maintained and enhanced.
Find products and manage your investment recommendations. Showcase your expertise by selecting the best products suited to the needs of your clients.
You obtain comprehensive information on any financial instrument. You find, filter and sort tax optimized products which match your clients’ needs and comply with regulations.
You get all quotes, research information and documents from multiple providers in one view. You can compare instruments and easily find alternative recommendations.
You set alerts to be automatically notified of related product news and market changes. You create favorites and recommendation lists which you share with your clients.
Capture your clients’ needs, objectives and preferences. Understand your clients better and use the gathered information to provide tailored advice.
This application helps you understand all the objectives and needs of your clients. You comply with all regulatory needs of most countries and the rules are automatically kept up-to-date.
You use gaming and psychological aspects to obtain real client assessments. You gather valuable insights from your clients by getting them to disclose information.
Your clients can conduct self-assessments from home or together with you. Data you capture is transformed into business intelligence so that you and your clients reap immediate benefits.
Monitor your clients and their investments. Use the information advantage to transform alerts into new sales opportunities.
You monitor all aspects of the markets, your clients and their investments. You get an overview of all alerts and notifications so that you always have the full picture.
Address and settle issues for your clients while browsing the alerts. Clients and investments which need your urgent attention are prioritized so that you can focus on the right topics.
You can configure alerts individually for each client or for groups of clients to tailor service levels. You get real-time hints to help you improve service and investment recommendations for your clients.
Be closer to your clients by communicating and sharing documents securely anytime, anywhere. Please your clients by always being available and informing them in time.
You share documents and discussions with your clients online. You have access to all correspondence and reports from any device, anytime.
All your discussions and documents can only be accessed only by you and your clients. All documents, discussions are automatically classified, so that you can find information rapidly.
You browse and follow the whole discussion trail including all past documents and chats. All discussions, tasks, alerts and reminders can be shared to improve the interactions with your clients.
Provide your clients with suitable investment advice and automate your work. Enjoy the peace of mind knowing you are compliant with all regulations.
You will be able to ascertain at a glance if the investment is suited to your clients’ needs. You use your advisory location, booking center and client domicile to derive the right regulations to comply with.
Regardless of the financial instrument, you will always be able to provide suitable advice. All product disclosure documents, education material and letters are automatically generated for your clients.
You will be able to do suitability checks at your desk, away from the office or while meeting a client. Thanks to our proven suitability method you minimize the number of unsuitable transactions.
Optimize your revenues and the success of your sales campaigns. Use the information advantage to provide your clients with a superior and personalized service.
You analyze revenues with regard to clients and/or products and identify the best clients to achieve revenue goals. You align pricing policies and services with your objectives to optimize client profitability.
You access interactive reports in order to convert data into knowledge. You use peer data to to derive new business opportunities for your clients.
You correlate market and time intelligence to better understand how your clients take decisions. You access executive dashboards with KPIs which enable you to make decision faster and better.
Embark on any Port
Intuitive solutions designed to work on all devices
Sail the seven seas
Beautiful solutions to serve clients globally, anywhere, anytime

Improve the way you prepare, present and follow up any client interaction.
Impress your clients with your structured approach and never forget any details.
You can easily keep in sync your calendar entries and bookings (e.g. restaurants) on all devices. Your agenda items are automatically checked against country manuals to ensure all your client interactions are fully compliant with regulations.
You have access anywhere, anytime to all marketing & contracting material The Meeting Planner prepares and organizes all relevant documents automatically for your meeting agenda.
You can take notes and follow up on client requests to ensure no information is lost. All your client interactions are automatically logged and all client correspondence is stored.
Monitor client investments and create superb investment proposals tailored to your clients. Help your clients achieve superior investment performance while taking adequate risks.
You will be notified as soon as any client investments need attention. You monitor more than 40 different aspects of the investments to tap opportunities and achieve superior performance.
Creating investment proposals has never been so easy, intuitive and fun. You can personalize the investment rationale and generate state-of-the-art investment proposals.
You can compare your proposal against benchmarks. Moreover you can simulate customizable scenarios (past & future). You can find and compare products suited to your clients’ needs.
Create beautiful, consolidated reports. Impress your clients with state-of-the-art reporting tailored to their needs.
You can choose from multiple designs created by graphic designers. You can create your own reporting bundle with executive summaries and detailed reports.
You can generate reports in 5 languages and we are continuously adding more. Wherever your clients’ assets are booked, you can produce consolidated reports.
You can enter standing orders so that reports are produced according to your clients’ needs. You benefit from our very high data quality which is regularly maintained and enhanced.
Find products and manage your investment recommendations. Showcase your expertise by selecting the best products suited to the needs of your clients.
You obtain comprehensive information on any financial instrument. You find, filter and sort tax optimized products which match your clients’ needs and comply with regulations.
You get all quotes, research information and documents from multiple providers in one view. You can compare instruments and easily find alternative recommendations.
You set alerts to be automatically notified of related product news and market changes. You create favorites and recommendation lists which you share with your clients.
Capture your clients’ needs, objectives and preferences. Understand your clients better and use the gathered information to provide tailored advice.
This application helps you understand all the objectives and needs of your clients. You comply with all regulatory needs of most countries and the rules are automatically kept up-to-date.
You use gaming and psychological aspects to obtain real client assessments. You gather valuable insights from your clients by getting them to disclose information.
Your clients can conduct self-assessments from home or together with you. Data you capture is transformed into business intelligence so that you and your clients reap immediate benefits.
Monitor your clients and their investments. Use the information advantage to transform alerts into new sales opportunities.
You monitor all aspects of the markets, your clients and their investments. You get an overview of all alerts and notifications so that you always have the full picture.
Address and settle issues for your clients while browsing the alerts. Clients and investments which need your urgent attention are prioritized so that you can focus on the right topics.
You can configure alerts individually for each client or for groups of clients to tailor service levels. You get real-time hints to help you improve service and investment recommendations for your clients.
Be closer to your clients by communicating and sharing documents securely anytime, anywhere. Please your clients by always being available and informing them in time.
You share documents and discussions with your clients online. You have access to all correspondence and reports from any device, anytime.
All your discussions and documents can only be accessed only by you and your clients. All documents, discussions are automatically classified, so that you can find information rapidly.
You browse and follow the whole discussion trail including all past documents and chats. All discussions, tasks, alerts and reminders can be shared to improve the interactions with your clients.
Provide your clients with suitable investment advice and automate your work. Enjoy the peace of mind knowing you are compliant with all regulations.
You will be able to ascertain at a glance if the investment is suited to your clients’ needs. You use your advisory location, booking center and client domicile to derive the right regulations to comply with.
Regardless of the financial instrument, you will always be able to provide suitable advice. All product disclosure documents, education material and letters are automatically generated for your clients.
You will be able to do suitability checks at your desk, away from the office or while meeting a client. Thanks to our proven suitability method you minimize the number of unsuitable transactions.
Optimize your revenues and the success of your sales campaigns. Use the information advantage to provide your clients with a superior and personalized service.
You analyze revenues with regard to clients and/or products and identify the best clients to achieve revenue goals. You align pricing policies and services with your objectives to optimize client profitability.
You access interactive reports in order to convert data into knowledge. You use peer data to to derive new business opportunities for your clients.
You correlate market and time intelligence to better understand how your clients take decisions. You access executive dashboards with KPIs which enable you to make decision faster and better.
Signature Experience
Empower your clients and guide them to financial success

Go beyond the world of traditional e-banking. Provide your clients with superior tools and a signature client experience. Let them self-service and collaborate with you online.
Your clients can conduct self-assessments and define their own needs and objectives. Your clients get an overview of their investments and they can measure their performance.
Your clients have access to financial health checks and are made aware of risks and opportunities. Your clients can follow the investment behavior and interests of other investors.
Your clients can consult research analysis and insights of the products that you recommend. Your clients can securely discuss investment recommendations with you online.
Embark on any Port
Intuitive solutions designed to work on all devices
Follow our journey
Convince yourself by trying our solutions
Hattich & Partner AG
Digitalisation, Innovation, Excellence
We are passionate about realizing your digital future
Story
  • Hattich & Partner GmbH (Company Number CHE-109.880.733) was founded in January 2003 and is fully operational since then
  • Since its The company was created by Christina Kaiser. Over time They have extensive private banking knowledge and share the same passion to design next generation solutions for wealth managers
  • Our headquarters are based in the Canton of Zurich, Switzerland and  Chennai, India.
Motivation
Help our clients thrive

Help yourself to prosper

  • Personalize the way you find prospects and interact with clients
  • Revolutionize the way you cooperate with servicing companies of different industries around the world
  • Professionalize how you collaborate with your colleagues and service partners
  • Build collaborative workflows to meet the challenges that the financial industry is facing
Hazards ahead
Addressing and rising to the challenges wealth managers face

Your client base is ageing and mostly over 55. These clients will one day transfer their wealth to their heirs. Are you the choice of the next generation?Your clients want to work directly with competent advisors who are able to provide insights and information quickly. They want to look at the information in real time while having a conversation with their advisors. They seek financial guidance but they want to co-pilot their financial lives.

You need to connect with the younger generation, earn their trust and interact with them in the digital world.

 

For Registraion

You serve clients globally. Tax transparency is affecting the way your clients behave and invest.You are struggling to keep pace with the scale and speed of current and future regulations while the cost of regulations is rising significantly.
You are facing increasing scrutiny from regulators in the areas of client protection, advice suitability and product disclosure.You need modern tools to apply the country-specific rules and automate the compliance and documentation work so that you can focus on delivering
the best client experience.

 

For Registraion

Your clients are expecting more than the well prepared investment proposal you present them during a meeting.
Your clients want their overall experience to be fun, pleasurable, interactive and informative.In the future, they will explore investment concepts beginning largely online through self-directed and easy to use tools. They expect you to guide them, even though they are not sitting face to face with you. They want to get immediate confirmation of the execution of their orders. They wish to stay pro-actively engaged through mobile devices.

 

For Registraion

Your daily work is increasing due to regulations. Simple tasks such as placing a client order now require a suitability assessment, product disclosure documents and suitability letters.You want to manage more clients with less effort, anytime, anywhere. You want to reduce your administrative burden, spend more time facing clients and focus on their satisfaction.
You want to be informed and anticipate your clients’ needs. Above all, you want to help your clients grow.You require tools which will automate your work and provide you with real-time analytical support at each step of the advisory process.

 

For Registraion

You are facing pressure on margins. This is due to subdued client activity, greater transparency, elimination of retrocession fees and increased costs resulting from growing regulations.Going forward, you need to shift from product recommendations and focus instead on delivering innovative holistic services which aim to meet your clients’ objectives and needs.

You need tools to understand these client needs and use the collected information to provide tailored financial advice.

 

For Registraion

The internet and the evolution of communication devices is changing the way clients are dealing with information. They expect information at their fingertips and want to benefit from the experience of others and take informed decisions.You are not yet fully prepared to interact and collaborate in the digital world.

As clients seek accurate and real-time access to information, you need access to an even higher level of information manageability so that you can tailor and contextualize the information as well as maximize the availability of information and the service you provide to your clients.

You need tools to analyze client situations, discuss recommendations online and collaborate with clients.

 

For Registraion