The Independent Wealth Manager

Case Studies Financial services Business Cloud

Our client is one of the top 50 independent wealth management firms in Switzerland with over CHF 4bn of assets under management. They were looking for an IT partner they could rely on the same way investors rely on them to manage their assets. The key considerations were local hosting, rapid support, high security, and compliance with the Swiss Financial Market Supervisory Authority (FINMA). Penta fulfilled all the requirements and more by providing a comprehensive, compliance-ready solution.
Penta-Case Study-The-Independent-Wealth-Manager-thumb

Download Case Study

Related Posts

Case Studies

The International Tax Advisory

International tax advisory consortium needed to maintain a secure IT infrastructure with granular data controls while enabling remote teams.

Penta Jul 11, 2021
Case Studies

The E-Commerce Retailer

Medium-sized e-commerce retailer reduced the cost and time required to setup and maintain security and regular business applications.

Penta Jul 8, 2021