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.
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