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.
PRIIPs KIDs
MiFID II – Digital Mailbox
Straight-through Mandate Processing
FIDLEG
MiFID II – Investor Protection
BlackRock Aladdin
Digital investment management mandate for a Swiss private bank
Investment advisory system for a Swiss Private Bank
Portfolio Management Excellence
Global IBOR Transition
ESMA Q&A Reverse Enquiry (MiFID II)
Advisory Excellence

Expertise in the
financial industry

We support our clients
with our extensive functional
and methodical expertise.
Finalix expands to Asia and
opens Singapore office
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