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midix.com ag

Summary

About the company

The core activity of midix.com AG is the development and provision of a portfolio management system (PMS) for banks and financial institutions. The system offers features such as digital signature, risk management and onboarding, and enables customers to efficiently manage their portfolios.

AI-generated

Offering

Products & services

Industry:Software Development

✓ Offered7

Portfolio Management System (PMS)

Portfolio Management System for wealth management, securities and investment management with multi-bank view, automatic data import, risk monitoring, reporting and rebalancing.

KYC & Onboarding

KYC for identification, risk assessment and monitoring of leads, as well as onboarding with information and document capture, goal and risk definition, and a digital signature.

Internal Control System (ICS)

Digital control system with control areas, sub-areas and control tasks, status and risk overview, and a management summary as a PDF report.

CRM & Ticketing

CRM for customers, leads, contacts and powers of attorney with task and ticket management, onboarding support, customer history and customer access to the dashboard.

AI-Driven Portfolio Analysis

Portfolio analysis with artificial intelligence for market, risk and performance data, intelligent asset allocation and automated reporting.

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midix.com ag

About the company

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midix.com ag

About the company

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