A complete Swiss made IT solution.

Our solution has been designed and developed in Switzerland to meet the strict security and confidentiality standards that Mantor requires. Our solution is hosted on a selected server, in a private hosting center in Switzerland.

Administration back-office

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Set of account opening forms in 5 languages

Custodians’ point of contact

Agreement applications with third parties

Electronic Document Management

Billing and collecting fees & commissions

Centralized IT Swiss hosted platform

Opening & monitoring of client profiles in Database

Compliance and Risk-management

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SRO and SO Licensing OMBUDSMAN

On going KYC

Suitability and appropriateness check

Yearly regulatory AML Audit

Training

Assets management assistance

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Tailored investment solutions

Day-to-day Management Assistance

Investment research

Market analysis

Administration back-office

Compliance and Risk-management

Asset management

Set of account opening forms in 5 languages

Custodians’ point of contact

Agreement applications with third parties

Electronic Document Management

Billing and collecting fees & commissions

Centralized IT Swiss hosted platform

Opening & monitoring of client profiles in Database

Administration back-office

Compliance and Risk-management

Asset management

SRO and SO Licensing OMBUDSMAN

On going KYC

Suitability and appropriateness check

Yearly regulatory AML Audit

Training

Administration back-office

Compliance and Risk-management

Asset management

Tailored investment solutions

Day-to-day Management

Investment research

Market analysis

Modules included
in our solution

CRM

Portfolio management

Financial analysis

Risk management

Compliance

Art market