We are very excited to present the new integrated solution for financial intermediaries, which is the result of a partnership between The Key S.A. and indigita SA.
The tool enables portfolio management, customer relationship management and back-office operations to be managed in a compliant and cost-effective manner. Based on the unparalleled regulatory knowledge of BRP Bizzozero & Partners SA and BRP Tax SA, it helps Independent Asset Managers and Family Offices to operate safely in today’s highly complex regulatory environment.
Thanks to its modular approach, the solution is very flexible and can easily be adapted to the specific needs of clients. It is accessible on desktops, laptops and via a dedicated app on mobile devices.
Find here the Indigita / Efficiency offer