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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
Assistance in creating your dedicated structure

Compliance and Risk-management

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

Assets management assistance

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

Administration back-office

Compliance and Risk-management

Assets management assistance

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
Assistance in creating your dedicated structure

Administration back-office

Compliance and Risk-management

Assets management assistance

SRO and SO Licensing OMBUDSMAN
On going KYC
Suitability and appropriateness check
Code of Professional Conduct
Yearly regulatory AML Audit
Training

Administration back-office

Compliance and Risk-management

Assets management assistance

Tailored investment solutions
Day-to-day Management Assistance
Investment advisory
Market analysis

Modules included
in our solution

CRM

Portfolio management

Financial analysis

Risk management

Compliance

Art market