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DirectoryFinance & InsuranceFinTechSt. GallenAdvice Online AG
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Advice Online AG

Summary

About the company

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.

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Offering

Products & services

Industry:FinTech
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Web Portals & Platform Companies
✓ Offered8
Digital advisory support
SaaS solution for banks, asset managers and funds with CRM linked to customers and portfolios, profiling, investment recommendations and regulatory support.
Advisory Suite
CRM, investing area, financing area and document archive for end-to-end management of customer relationships and regulatory tasks.
VISU
Portfolio management, consolidations, investment controlling as well as restriction and rules checks with simulations, reports and visualisations.
SENTINEL
ICS solution for risk and control inventory, review tasks, reports and time travel with automated controls and audit traceability.
MERLIN
Interface and data connectivity for banks with connection configuration, automatic data download and a stable data flow.

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Location

Neugasse 46
9000 St. Gallen
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-294.241.836
Founded
2013 · 13 years
Last commercial register change
September 10, 2024
Employees
1 to 10

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