For the AMLA auditor, A7 solutions make it possible to obtain, in just a few clicks, the information and documents needed to analyse business relationships from a compliance perspective. Checking that client portfolios match the chosen strategy is also made easier by the transparency of the system. More generally, an integrated solution such as those offered by A7 makes it easier to comply with current and future legal requirements.

The A7 Manager software offers real flexibility in managing the securities database. Its flexibility when implementing our investment grids greatly facilitated the daily monitoring of their suitability. It also offers transparency in the stock exchange order management process. A7 Manager has allowed us to achieve real time savings in our daily work.

After a careful evaluation of the different providers, our choice quickly fell on A7 Solutions. We implemented the software in 2019. Ease of use, the flexibility of the system and the excellent value for money were decisive in choosing this solution. Day to day, A7 gives us excellent visibility on the management of our clients. The natural integration of CRM and PMS makes it an indispensable tool for monitoring portfolios with our comprehensive “suitability” programme. The modular KYC / risk management interface enabled us to comply very quickly with the new standards of the profession. Ultimately, this constantly evolving tool saves us time and improves our productivity. The team of experts at A7 Solutions has supported us in the growth of our company, adapting to our constraints with great professionalism. Today, A7 Solutions has become more than just a supplier; it is our strategic partner. We also take this opportunity to thank them warmly.

A7 Solutions software is focused on our needs and leaves out anything unnecessary, at a very reasonable annual cost. A feature that is very valuable to us is the consolidation of several portfolios held with several banks. This work used to take several hours. With A7 Manager, it is done automatically in a few clicks. We can only recommend this software to any manager looking for a simple and efficient solution for the day-to-day management of their clients.

I recommend the programmes developed by A7 Solutions. We migrated to A7 Manager and A7 Compliance 12 months ago. Both for our front office and our back office, we have had excellent feedback from users. The user-friendliness of the interface greatly facilitates our teams’ work and helps us manage our company’s growth optimally. I would also like to highlight the availability of the A7 Solutions staff, with whom we have developed a real partnership.