Swiss software solutions
Are you looking for a simple and intuitive portfolio management system (PMS) with an integrated, dynamic CRM to manage LBA compliance?
exactly what you need!
We have designed our software solutions with two primary objectives in mind: a simple and intuitive user experience and data security.
Our platform is installed within your existing IT infrastructure and your data is always in your possession.
A7 Solutions is a suite of financial tools developed in Switzerland and in close collaboration with investment professionals and independent asset managers. Our goal is to provide simple, lightweight solutions which respond to your precise business needs and can fit easily into almost any existing IT infrastructure with little or no additional overhead.
A7 Manager is our flagship portfolio management solution, designed specially with the needs of independent asset managers in mind.
Our objective is to provide pertinent functionality in a simple and intuitive interface.
A7 Compliance is our client relations management (CRM) solution designed to organise and secure sensitive client information.
Our objective is to provide a flexible and centralized client database with LBA and risk analysis in mind.
A7 Server is the behind-the-scenes workhorse that manages the daily flow of data from your depository banks.
Our objective is to provide a hands-off process for receiving and consolidating your financial data.
We have recently created A7 Solutions with the goal of providing our clients with a professional presence and high quality of service. Our solutions have been actively helping Swiss independent asset managers for over 10 years.
A7 Solutions represents
We are proud to say that our best publicity is the satisfaction of our clients.
Here are some of the things that our existing clients have to say about us and how our products have helped them. Anyone here would be happy to speak to you in person about their experiences.
A7 Manager offers real flexibility in managing the securities database of values. Its flexibility in the implementation of our investment grids greatly facilitated the daily control of their conformity. In addition, it also offers transparency in the process of managing stock market orders. A7 Manager has allowed us to realize real time savings in our daily work.
For the LBA auditor, the tools offered by A7 Solutions provide, in a few clicks, the information and documents necessary to analyse business relationships from a compliance perspective. Verification of the suitability of the clients’ portfolios with their chosen investment strategy is also facilitated by the transparency of the system. Generally speaking, an integrated solution such as those offered by A7 Solutions makes it easier to comply with current and future legal provisions.
This software tool concentrates on our specific needs without unnecessary features and with a very reasonable annual cost. A very important feature for us is the consolidation of several portfolios across several banks. This process necessitated several hours before and is done automatically with a couple clicks with A7 Manager. We can only recommend these programs to any asset manager looking to find a simple and efficient solution to the daily management their clients and portfolios.
I recommend the programs developed by A7 Solutions. We migrated to A7 Manager and A7 Compliance 12 months ago. Whether it is from our front-office users or back-office team, we have had excellent feedback. The user-friendly design of the interface greatly eases the workload of our teams and contributes to optimizing the management of our growing company. In addition, I can’t understate the availability of the A7 Solutions team with whom we have developed a real partnership.
We think the best way to discover our solutions is to actually use them. We are happy to come directly to you for a live demonstration, so please don’t hesitate to contact us for any additional questions or information, or to organise a demonstration in your offices.
Today, we have over 50 banks already online and integrated into our tools, many of which are well known Swiss banking institutions. We are regularly adding new banks as our clients’ needs evolve. A comprehensive list of linked banks is available on demand. We also proudly recommend the services of our partners.
We are more than happy to respond to any of your questions, ideally by telephone during business hours or via email.
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