Advice Online AG

The company Advice Online offers a digital platform for asset managers and banks, enabling them to efficiently and simply serve their clients and meet regulatory requirements. The core activity of the company consists of developing and operating a Software-as-a-Service solution that includes the following functions: customer relationship management (CRM), portfolio management, investment and financing proposals, risk profile and investor profile creation, account reviews and statements, simulations and visualizations, and journaling and audit trails. The solution is specifically designed to meet the FIDLEG behavioral rules (Financial Services Act) and provides a simple and cost-effective way for asset managers and banks to digitally serve their clients and meet regulatory requirements.