Manage your compliance, aggregate your clients' portfolios and forge closer ties with your clients
Aggregate your clients' account positions and perform all management actions in a single tool
Achieve compliance across the entire regulatory pathway
IDD/MiFID II/AML-CFT/obligations connected with a financial investment advisor status
Analyze your portfolios to advise your clients
Performance, diversification, style analysis, etc.
Be more commercially proactive thanks to automatic alerts and notifications
We needed an efficient, user-friendly CRM and aggregation tool for each of the branches in our network that could be fully integrated not only with BIG, which we all use, but also with our collaboration platform based on Google Apps.
The benefits of O2S
Leverage an extensive network of certified partners and the digitization of associated management actions
Access a comprehensive and digital solution that meets all your regulatory needs
Electronically sign all of your documents
A very high level of service and security
Give your clients a 360° view of their assets with MoneyPitch