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A7 Solutions SA

Summary

About the company

The core activity of A7 Solutions SA is the development and provision of software solutions for asset management and compliance, particularly for independent asset managers and financial institutions. The software enables users to manage portfolios, maintain customer relationships, meet compliance requirements and generate reports.

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Offering

Products & services

Industry:Software Development

✓ Offered4

PMS software

Portfolio management solution for independent wealth managers, with multi-bank consolidation, portfolio tracking, monitoring of investment profiles and generation of stock exchange orders.

CRM software

Customer relationship management tool with centralised client data, KYC management, visit reports and client search/organisation.

Compliance tool

Compliance support software for adherence to SECO sanctions, monitoring of transactions with increased risk, and support for LSFin/LEFin requirements.

Personalisation and deployment on own infrastructure

Software installed in the customer’s infrastructure, with encrypted data, autonomous customisation of the display and flexible adaptation to specific needs.

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A7 Solutions SA

About the company

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A7 Solutions SA

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