IGUV Event in Lugano presenting our portfolio management software and AI tools

IGUV event „Solutions for Asset Managers“

We had an incredible time at the IGUV event „Solutions for Asset Managers“ on June 13, 2024, in Lugano! 🌟

Our Marco Mazzon did a remarkable job showcasing our cutting-edge solutions: INSA, KORTO, and MARVEES. The audience was highly engaged and showed great interest in our offerings, which are designed to optimize and innovate the portfolio management process for independent asset managers, banks, and institutional investors.

Highlights of Marco’s presentation included:

  • INSA: Our comprehensive portfolio management system with features such as time-saving order processing, analytical tools, modeling capabilities, and multi-bank portfolio consolidation.
  • KORTO: Our cloud-based records management solution, perfect for maintaining and retrieving important documents and ensuring compliance with data destruction policies.
  • MARVEES: Our AI-powered document extraction service, which simplifies the processing of various documents including bank statements and passports, enhancing workflow automation and accuracy.

The event was not only a great opportunity to present our innovative solutions but also to engage with industry peers and exchange ideas on the future of asset management technology.

We extend our heartfelt thanks to IGUV for organising such a valuable event and to all the participants for their enthusiasm and insightful questions. Here’s to continued innovation and success in the field of portfolio management!

See you soon again, we are looking forward to next time.