Services
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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

Slide to view
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

Slide to view
SRO and SO Licensing OMBUDSMAN
On going KYC
Suitability and appropriateness check
Yearly regulatory AML Audit
Training

Assets management assistance

Slide to view
Tailored investment solutions
Day-to-day Management Assistance
Investment research
Market analysis
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
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