Projects

We have many years of experience in the management and implementation of projects in the financial industry. This is a selection of currently running projects.
FIDLEG
MiFID II – Investor Protection
Global IBOR Transition
Digital investment management mandate for a Swiss private bank
Investment advisory system for a Swiss Private Bank
PRIIPs KIDs
Advisory Excellence
BlackRock Aladdin
ESMA Q&A Reverse Enquiry (MiFID II)
MiFID II – Digital Mailbox
BarraOne Implementation
Straight-through Mandate Processing
Portfolio Management Excellence
Business support insurance core system implementation

Expertise in the
financial industry

We support our clients
with our extensive functional
and methodical expertise.
Online Event about ESG was a full success: missed? No problem, here is the record:
Finalix Forum 2021