Verband Schweizerischer Vermögensverwalter: Tools

Tools

The entry into force of the new legal regulations will have a major impact on IT and compliance solutions. SAM has therefore started to establish contacts with companies that already offer such services.

Solutions Booklet – Compliance and Insurance

Solutions Booklet – PMS and CRM

In this way, we compile a list of reliable providers, which should also be as broadly diversified as possible in order to meet the diverse requirements of wealth and portfolio managers.

Compliance Tools

Partner offer - Cynos AG (Visible for Active Members only)

Exclusive offer for SAM Members

Client management with Cynos: less paper, more efficiency

17.04.2024: Webinar - Compliance made easy - EN

16.04.2024: WEBINAR - Complaince made easy - DE

11.02.2025: WEBINAR - The all-in-one platform for client onboarding, portfolio management & audit - EN

CYNOS - Compliance Made Easy
Kontakt:
CYNOS AG, Seestrasse 17/19, 8002 Zürich
info@cynos.ch
Tel. +41 52 511 67 82
www.cynos.ch

Partner offer - Pythagoras (Visible for Active Members only)

Exclusive offer for SAM Members

SMART COMPLIANCE SOLUTIONS - EN

14.06.2022: Recording - KYC & AML Screening & Monitoring / Negative News Screening

Pythagoras - Compliance & Risk-Management
Kontakt:
Pythagoras Ltd., HQ Zug
Gabriele Lubbe
glu@pythagoras-solutions.ch
Tel. 041 747 12 92
www.pythagoras-solutions.ch

Partner offer - Polixis (Visible for Active Members only)

Exclusive offer for SAM members

08.06.2023: Webinar - International Economic Sanctions - Regulatory & Technology Aspects

29.04.2024: Webinar - Politically Exposed Persons Closer Look at Evolving Definitions

29.04.2024: Navigating the Shifting Sands of Sanctions: Strategies for Wealth Management

27.02.2025: Webinar - Latest Evolutions in Sanction Compliance: Wealth Management Implications

11.03.2025: Webinar - THE SANCTIONS SCREENING CHALLENGE: AN APPROACH BEYOND THE FORMAL LISTS

Polixis SA, 11 rue de Cornavin, 1201 Geneva, Switzerland
Tel. 022 340 22 00
team@polixis.com
www.polixis.com

Partner offer - United Signals (Visibile solo per i soci attivi) (Visible for Active Members only)

Exclusive offer for SAM Members

Pricelist

Exklusives Angebot für VSV-Mitglieder

Preisliste

17.09.2024: Digital Solutions for your document workflows presented by United Signals

17.09.2024: Recording - Digital Solutions for your document workflows presented by United Signals

Business Software Asset & Wealth Management

VSV-ASG Technology Matrix 2024 (Visible for Active Members only)

VSV-ASG Technology Matrix 2024 [for the best experience, please download and open in Excel Desktop]

VSV-ASG Technology Radar 2024

Partner offer - EAM.Technology AG (Visible for Active Members only)

Exclusive offer for SAM Members

27.03.2024: Webinar VSV|ASG|SAM and EAM.Technology

27.03.2024: Recording - Webinar VSV|ASG|SAM and EAM.Technology

Partner offer - INSA Investment Software (Visible for Active Members only)

Exclusive offer for VSV Members

10.03.2022: PMS Webinar Series: Insa Investment Software AG: products and offers

10.03.2022: Recording - PMS Webinar Series: Insa Investment Software AG: products and offers

Partner offer - Sobaco MyWebDepot (Visible for Active Members only)

Exclusive offer for SAM Members