Tools

The entry into force of the new legal regulations will have a major impact on IT and compliance solutions. SAM has therefore started to establish contacts with companies that already offer such services.

In this way, we compile a list of reliable providers, which should also be as broadly diversified as possible in order to meet the diverse requirements of wealth and portfolio managers.

Compliance Tools

Partner offer - Cynos AG (Visible for Active Members only)

Exclusive offer for SAM Members

Client management with Cynos: less paper, more efficiency

17.04.2024: Webinar - Compliance made easy - EN

CYNOS - Compliance Made Easy
Kontakt:
CYNOS AG, Seestrasse 17/19, 8002 Zürich
info@cynos.ch
Tel. +41 52 511 67 82
www.cynos.ch

Partner offer - Pythagoras (Visible for Active Members only)

Exclusive offer for SAM Members

SMART COMPLIANCE SOLUTIONS - EN

14.06.2022: Recording - KYC & AML Screening & Monitoring / Negative News Screening

Pythagoras - Compliance & Risk-Management
Kontakt:
Pythagoras Ltd., HQ Zug
Gabriele Lubbe
glu@pythagoras-solutions.ch
Tel. 041 747 12 92
www.pythagoras-solutions.ch

Partner offer - Polixis (Visible for Active Members only)

Exclusive offer for SAM members

08.06.2023: Webinar - International Economic Sanctions - Regulatory & Technology Aspects

Polixis SA, 11 rue de Cornavin, 1201 Geneva, Switzerland
Tel. 022 340 22 00
team@polixis.com
www.polixis.com

Crossborder

Business Software Asset & Wealth Management

Partner offer - EAM.Technology AG (Visible for Active Members only)

Exclusive offer for SAM Members

27.03.2024: Webinar VSV|ASG|SAM and EAM.Technology

27.03.2024: Recording - Webinar VSV|ASG|SAM and EAM.Technology

Partner offer - The Key (Visible for Active Members only)

Exclusive offer for SAM members

Offre exclusive pour les membres de l’ASG

11.02.2022: PMS Webinar Series: The Key SA - PMS Efficience: products and offers

11.02.2022: Recording - PMS Webinar Series: The Key SA - PMS Efficience: products and offers

04.12.2023 PMS Webinar Series: The Key SA

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Partner offer - Evooq / Edge Laboratories (Visible for Active Members only)

Exclusive offer for SAM members

06.05.2021: Webinar - Evooq and Edgelab's Platforms

22.03.2022: PMS Webinar Series: Evooq and Edgelab: products and offers

22.03.2022: Recording - PMS Webinar Series: Evooq and Edgelab: products and offers

Partner offer - INSA Investment Software (Visible for Active Members only)

Exclusive offer for VSV Members

10.03.2022: PMS Webinar Series: Insa Investment Software AG: products and offers

10.03.2022: Recording - PMS Webinar Series: Insa Investment Software AG: products and offers

Partner offer - Sobaco MyWebDepot (Visible for Active Members only)

Exclusive offer for SAM Members

SIX Offer

For more than 90 years, the financial information business unit from SIX has provided the financial data and services the industry needs: high-quality data, delivered at the right time, in the right way. From our core reference data on securities, prices, corporate events, tax and regulatory data, to our flagship indices and bespoke benchmarks, SIX offers added-value services that smoothly integrate with your workflows. We free your time and attention to spend on growing your business.

SIX operates the infrastructure for the financial centers in Switzerland and Spain, thus ensuring the flow of information and money between financial market players. SIX offers exchange services, financial information and banking services with the aim of increasing efficiency, quality and innovative capacity along the entire value chain.

For more information: Financial Information

SIX - Exclusive Offer for Members of the Swiss Association of Wealth Managers (SAM)

Webinar (Visible for Active Members only)

29.11.2022: Product Suitability: From Regulatory Challenges to the Latest Trends