Do more with less
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INVESTOR
CHF 25
per user / month
Content management system - CMS
Financial data
Funds
Portfolio
Performance
On-boarding Form
Client relationship system - CRM
Leads
Contact report
Risk & Compliance
Monitoring
Try for free
ADVISOR
CHF 250
per user / month
Content management system - CMS
Financial data
Funds
Portfolio
Performance
On-boarding Form
Client relationship system - CRM
Leads
Contact report
Risk & Compliance
Monitoring
Try for free
