ADVSR.ch. Fueling Your Practice.
Formation
Launch A Company, A Fund, SPV
CRM
Next Generation Cloud ERP & Business Software System
Team
WealthTech Team To Empower You
Database
Fully Encompassing Database System Showcasing Historical Data
API
We Make Available Our API To Help You Fuel Your Business
About Us
ADVSR.ch is a technology platform empowering anyone engaging in financial services and or the end client seeking. Access & Simplicity. We are open to teaming up with investment advisors, lawyers, accountants, auditors worldwide who want to make our services available to their clients. With a view of the challenging regulatory environment in Switzerland most particular the FinSA and FinIA that will be entered into force in 2020 onwards. ADVSR also welcomes Consultants, Independent Advisors that seek a robust platform and receive bids for their services from one portal. Rather than building their own operations from scratch, you may use the expertise and infrastructure developed by us.
Platform
Your Key To Independence
ADVSR allows Financial Advisors and their teams to work more efficiently and focus on their client relationships.
How Does It Work?
Establish an account, have access to a robust CRM system as well as our Advsr platform helping you launch products such as Companies worldwide, Funds and SPVs.
Testimonials
We love to hear from customers and prospects excited about our technology
I love how automation for complicated products can be simplified into one place
We are in a digitilization era, it is exciting to see where things will go!
Why ADVSR?
Financial Institutions
Having exposure to major banks’ platform and offering value-adds the services that you are able to provide your clients with.
Back Office & Administration
From opening client relationship to general client administration support, we have a dedicated team of professionals to service you.
Compliance
ADVSR ensures that your business meets regulatory requirements and we conduct monthly and quarterly monitoring with updated regulations .
Full Overview
Having a bird’s eye view of the portfolio, including aggregate holdings, risk management, and correlations across holdings, you will be better able to advise your clients.
Portal
Sign Up, Onboard, Request and Structure all in one dashboard.
API
ADVSR technology and data available to the Independent Adviser’s client base for the purpose of making a customized search, structuring & booking request
Contact Us
