Who we are

Our core: More than 50 software modules for investment advice

Development in our own software manufactory

Each of our more than 50 software modules has been developed in our Research & Innovation department – and been hardened and tested over the years. Our core element for portfolio optimization is the “Markowitz module”: the Nobel Prize-winning formula for modern portfolio theory and risk measurement is made available to private investors through our calculation core. The counterpart to this at user interface level is our “Spider Widget”. Its presentation of complex dependencies in the portfolio makes it easy even for non-experts to understand, and so significantly improves the customer experience.

Modular architecture for complex individual solutions

We don’t believe in “one size fits all”. Instead, in an agile development process, we create solutions in our modular software architecture that are precisely tailored to the individual needs of our customers. This way of working requires a thorough understanding of the specific requirements of each customer in advance. With more than two decades of experience, we have the industry knowledge and the know-how to proceed and advise competently and effectively.

We are the engineers for the financial machine room

Our competence in financial mathematics is crystallized in our calculation kernels, which, to put it metaphorically, represent the machine room of every solution. We know exactly how to implement suitable algorithms for your consulting processes, and which configurations you need. Specialised in vertical solutions in the finance sector, we also cooperate with other software manufacturers who integrate our calculation kernels and modules into their own applications via well-defined interfaces and APIs.