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

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