Simple and intuitive portfolio management software for independent wealth managers
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Directory quality rating
Our take
A7 Manager is a portfolio management platform purpose-built for independent wealth managers in Switzerland, emphasizing compliance automation and multi-bank data integration. It addresses core operational needs—client data centralization, portfolio oversight, and regulatory adherence—making it suitable for practitioners seeking streamlined back-office efficiency rather than advanced analytics.
Best for: Independent Swiss wealth managers prioritizing compliance automation and client data consolidation
Request a demo to evaluate A7 Manager for your team.
See how A7 Manager fits your stackBenefits
Automated compliance checks reduce manual regulatory oversight burden
Multi-bank data integration consolidates fragmented client account information
KYC data centralization streamlines client onboarding and documentation
Real-time transaction alerts enable timely portfolio monitoring
About
A7 Manager is a Swiss software designed for independent wealth managers, offering portfolio management and client relationship management functionalities. It automates compliance checks and integrates data from various banks for streamlined client management.
Automated compliance checks
Customizable portfolio views
KYC data centralization
Real-time transaction alerts
Risk management features
Pricing
Contact A7 Manager for pricing details
Contact sales for pricing details
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FAQs
Common questions about A7 Manager and its capabilities
A7 Manager offers custom pricing based on your team size and requirements. Contact their sales team for a personalized quote. Many Portfolio Management tools in this range offer free trials.
Our team can help you integrate A7 Manager with your existing tools and build custom automation workflows.
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