Technology

Technology

ADVSR.ch is the technology arm for Virobel Wealth. A Wealth Management firm based in St Gallen, Switzerland. We built ADVSR to cater to the everchanging regulatory landscape and want to make life for new & existing ADVSR easier than ever. Becoming an ADVSR does not have to be complex, thanks to technology. We seek to empower those with new age tools.

Technology

Your Key To Independence

Revolutionising Independence, Attracting Clients And Seamlessly On-Boarding.

Technology Offering

Access our portal to get up and running, onboard and offer innovative products & services within an open architecture platform.

Technology

Financial Institutions

Having exposure to major banks’ platform and offering value-adds the services that you are able to provide your clients with. Don't see a custodian of your liking? No problem. We can establish a relationship for you.

Back Office & Administration

From opening client relationship to general client administration support, our team can support you.

Research

On top of materials from Private Banks, you will receive active, independent research from our team.

M&A

We may offer Succession services to advisors & their teams throughout the lifetime of their partnership with us.

Portal

Sign Up, Onboard, Request and Structure all in one dashboard.

API

Our API solution will transform the way the Adviser market do business. This instantly makes the 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

We can help you get established.

ADVSR Platform For You

ADVSR is the technology arm for Virobel Wealth. A Regulated Wealth Management.