The company provides services and solutions for independent asset managers, financial advisors and other professionals in the financial industry. The core activities include:
* Regulation and Compliance: The company offers free training, FINMA-compliant professional liability insurance, compliance outsourcing and regulatory monitoring.
* Digitalization: It offers IT solutions, a free IKS tool, IT consulting and support in evaluating PMS and CRM.
* Synergies: The company promotes the exchange of experience between members, offers a job portal, EAM-Exchange and cooperations with financing partners, trust experts, brokers, property managers and real estate agents.
* Services for Asset Managers: It offers services such as portfolio management systems, customer classification, cybersecurity and more.
* Services for Clients of Asset Managers: The company offers services such as real estate financing, yield objects, real estate sales and property management.
Overall, the company focuses on supporting independent asset managers and financial advisors in meeting their regulatory requirements, digitalizing their business processes and promoting synergies within the industry.
Outbound Leads by COHAGA