XY SA is a technology company providing independent data intelligence and strategy consulting for high‑end wealth management. The firm delivers global estate orchestration services for families, corporations and governments and operates the EVA platform for real‑time reporting, data reconciliation and scenario simulation to support decision‑making.
AI-generated
Offering
Products & services
Industry:Wholesale - General Specialty Trade
✓ Offered4
Corporate Asset Administration and Monitoring
Real-time supervision of corporate financial assets, risk policy implementation, decision support, monitoring of assets and liabilities, foreign-exchange and counterparty risks.
Wealth Analysis and Investment Advisory for Families
Control and transparency in wealth management for ultra-high net worth individuals, estate representation, monitoring of assets and liabilities, investment advisory, performance and risk review.
Data Intelligence and Technology Platform for Wealth Management (EO-Tech)
Estate orchestration technology with real-time view across financial and real assets, monitoring and summarizing big data, consensus, quality checks and information security.
Strategy Consulting and Data Analysis for Public Funds
Strategy consulting for public funds, big-data analysis, tailor-made technologies, technology integration projects and support for economic development scenarios.
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