Country: Switzerland
Year: 2017
Concept
- Nectar developed an integrated B2B platform that is designed to be simple to use, intelligent and learning. The platform gather all the fragmented IT systems with an integrated solution.
- Nectar integrates the portfolio management, client management and reporting engine into the platform. It fully managed interfaces with custodians.
- The platform offer various services, such as outsourcing, reporting, risk management, investment management or data management.
- It also offers regulatory automation of tools to help the wealth manager in its tasks, enabling better customer relationship.
- Nectar has the FINMA license for outsourcing services
Consumer Benefits
- Focus on client relationship: The platform integrates all the bureaucracy tasks, allowing the wealth manager to develop a better relationship with clients.
- Simple to use: Nectar develop the platform with a design thinking approach. Developers work to make the platform intuitive and reduce the workflow.
How It Works
- The platform is a cloud based solution hosted in a data center. Nectar uses different servers for each of their clients.