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With more than 9 billion CHF of assets under management, 1875 FINANCE is a leading Independent Asset Managers in Switzerland and Europe

RM Desk

by 1875 Finance SA

What is it about?

With more than 9 billion CHF of assets under management, 1875 FINANCE is a leading Independent Asset Managers in Switzerland and Europe. A unique feature of our approach is our open-structure model focused on three areas of expertise: Private Clients, Multi-Family Office and Institutional Clients.

App Details

Version
1.3.0
Rating
NA
Size
142Mb
Genre
Finance Business
Last updated
January 21, 2020
Release date
January 14, 2020
More info

App Screenshots

App Store Description

With more than 9 billion CHF of assets under management, 1875 FINANCE is a leading Independent Asset Managers in Switzerland and Europe. A unique feature of our approach is our open-structure model focused on three areas of expertise: Private Clients, Multi-Family Office and Institutional Clients.

1875 Desk Mobile is an application for Asset Managers, Private Bankers, Family Offices which is a combination of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Investment Proposals, Business Intelligence).

-It is a Wealth Management tool that tracks hardware assets and software assets by collecting inventory, financial and contractual information.

-It helps asset managers plan the portfolio, holdings and instrument synchronization according to the organizational needs. It delivers a superior user experience in the cloud by providing quick insights into what is used across a network by tracing different assets.

-It offers a centralized asset database along with world-class customer support and secure access to your asset management system.

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