A COMPUTING AND SERVICES ENVIRONMENT PROPOSED TO THE FINANCE ACTORS (INDEPENDENT ASSET MANAGERS, ETC.)

IN ORDER TO KEEP

YOUR INDEPENDENCE

KEY TO THE SUCCESS OF YOUR PROFESSION,

our company designs for more than a quarter of a century various software packages such as:

  • CONCEPT Independent Asset Managers (for individual independent managers, facilitating their grouping (shared costs / mini platform))
  • CONCEPT Family Office (MFO) and Single Family (SFO)
  • CONCEPT Compliance LBA-AML (Including, among other things, the customer / country risk rating)
  • CONCEPT Processus (16 banks or banking software interfaced to date, bringing significant productivity gains)
  • CONCEPT Processus+ Automating in large part the following functions:
    • Monitoring of risk transactions
    • Sorting and making available the required data, in accordance with current standards, for the preparation of CRS / FATCA US reports 

Our sister company, CORPORATE PERFORMANCE CONSULTING SA allows you to use the above software from your usual place of work while offering you the opportunity of subcontracting to it, all or a part of the administrative works.

This solution, offering the use of software packages and services covering your specific needs, enables you to fulfill your legal obligations (compliance, etc.), while offering your clients quality services such as consolidation / reporting / remote access / WEB portal, etc.