Tools

L’entrata in vigore delle nuove leggi ha un grosso impatto anche sulle soluzioni IT e di compliance. Di conseguenza, l’ASG è in contatto con le società che offrono questo tipo di servizio, al fine di proporre una lista di provider affidabili ma al contempo.

Solutions Booklet – Compliance and Insurance

Solutions Booklet – PMS and CRM

più ampia possibile che permetta quindi di rispondere al meglio e di adattarsi alle eterogenee aspettative dei gestori patrimoniali.

Compliance Tools

Partner offer - Cynos AG (Visibile solo per i soci)

Offerta esclusiva per i soci ASG

Client management with Cynos: less paper, more efficiency

16.04.2024: WEBINAR - Complaince made easy - DE

17.04.2024: WEBINAR - Compliance made easy - EN

11.02.2025: WEBINAR - The all-in-one platform for client onboarding, portfolio management & audit - EN

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

Partner Offer - LSEG

Exclusive offer for SAM Members

24.06.2025: Leveraging the effectiveness of World-Check to simplify and secure your AML compliance process

Partner offer - Pythagoras (Visibile solo per i soci)

Offerta speciale per soci ASG

Exclusive offer for SAM Members

SMART COMPLIANCE SOLUTIONS - IT

SMART COMPLIANCE SOLUTIONS - EN

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

11.01.2024: Adverse Media in der Compliance: Die Kraft der Proaktivität

Pythagoras – Compliance e gestione del rischio
Contatti:
Pythagoras Ltd., Lugano
Nicola Horisberger
nho(at)pythagoras-solutions.ch
Tel. 079 237 06 09
www.pythagoras-solutions.ch

Partner offer - Polixis (Visibile solo per i soci)

Exclusive offer for SAM members

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

29.04.2024: Webinar - Politically Exposed Persons Closer Look at Evolving Definitions

29.04.2024: Navigating the Shifting Sands of Sanctions: Strategies for Wealth Management

27.02.2025: Webinar - Latest Evolutions in Sanction Compliance: Wealth Management Implications

11.03.2025: Webinar - THE SANCTIONS SCREENING CHALLENGE: AN APPROACH BEYOND THE FORMAL LISTS

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

Partner offer - United Signals (Visibile solo per i soci attivi) (Visibile solo per i soci)

Exklusives Angebot für VSV-Mitglieder

Exclusive offer for SAM Members

Preisliste

Pricelist

17.09.2024: Digital Solutions for your document workflows presented by United Signals

17.09.2024: Recording - Digital Solutions for your document workflows presented by United Signals

Business Software Asset & Wealth Management

VSV-ASG Technology Matrix 2024 (Visibile solo per i soci)

VSV-ASG Technology Matrix 2024 [for the best experience, please download and open in Excel Desktop]

VSV-ASG Technology Radar 2024

Partner offer - Finaplus (Visibile solo per i soci)

Exklusives Angebot für VSV-Mitglieder

Partner offer - INSA Investment Software (Visibile solo per i soci)

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 - Incore MyWebDepot (Visibile solo per i soci)

Offerta esclusiva per i soci ASG

Exclusive offer for SAM Members