Cooperation with Investment Navigator
We are pleased to announce the cooperation with Investment Navigator.
Investment Navigator is a platform for intelligent cross-border suitability checks.
Ensuring sales suitability is becoming more complex with increasing regulatory requirements (MIFID, FIDLEG, KAG etc.). Cross-border advisory can quickly lead to greater challenges. The Investment Navigator supports Netfolio customers in their consulting processes.
UBS ProFIM Expo
On May 22, 2017, the first UBS ProFIM Expo will take place at Grünenhof Conference Centre in Zurich. Meet us there!
More informative, better overview and in responsive design of course. Our web appearance in a new design offers extensive information to all interested parties, clients and partners.
The integrated, fully-fledged compliance tool, called NetfolioCRM, has been launched successfully!
NetfolioCRM is available also as a standalone solution.
NetfolioCRM-development progressing as planned
Our new development of the integrated CRM-Software for asset management with name NetfolioCRM is at an advanced stage. At beginning of 2017 the extensive, browser-based CRM solution will be ready for use.
Netfolio new with responsive web design
As of today, Netfolio is equipped with responsive web design. It doesn’t matter if you access Netfolio from your desktop PC, notebook or Tablet: the new technology ensures that Netfolio presents you the convenient content in a clear and user friendly manner.
Migrations from other portfolio management systems
In just a short amount of time, we can integrate existing solutions into our system environment. Find out how data from other systems can be transferred automatically.