Success stories

Martin Schaufelberger,
Principal, Mercer Private Markets AG

«As an investment advisor offering institutional investors individual consulting solutions and tailor-made services, we are pleased to have found in K&W Software AG a partner who can adapt our data management and reporting solutions to new requirements quickly and agilely.»

Martin Schaufelberger,
Principal, Mercer Private Markets AG

Hans Frey,
CEO, Swisscanto Fondsleitung AG

«As a leading fund management company, Swisscanto requires not only a standard software but also tailor-made solutions in order to optimize its business processes. With K&W Software AG we have a partner who implements our requirements quickly and agilely. We benefit from K&W Software AG's extensive know-how, modern software components and many years of experience in the asset management industry.»

Hans Frey,
CEO, Swisscanto Fondsleitung AG

Ralf Nufer,
Head of Advisory Systems, Raiffeisen Switzerland

«Thanks to the RETo platform, we are able to advise customers in both retail and affluent areas and provide our Raiffeisen banks with an intuitively operated advisory platform.»

Ralf Nufer,
Head of Advisory Systems, Raiffeisen Switzerland

Urban Scherrer,
CEO, cash zweiplus ag

«As a modern financial services provider, we are able to offer our clients an individual investment advisory process using K&W Software AG's highly developed advisory solution. This complies with the latest regulatory requirements – from the creation of the investor profile and the determination of the investment strategy to the selection of investment classes, products and securities. The software runs both browser-based and as a tablet version, which enables optimal and flexible use in customer advisory services.»

Urban Scherrer,
CEO, cash zweiplus ag

Damian Tobler,
Partner, Kendris AG

«Our clients in the areas of family offices and asset management demand that their complex asset situation be presented in a simple, understandable and visually appealing manner. We profited in the project from the extensive know-how, the software components and the many years of experience of K&W Software AG.»

Damian Tobler,
Partner, Kendris AG

Alex Marjanovic,
Head of Customer Service and Branch Offices, AEK Bank 1826

«K&W Software AG, as our partner in the CTI project and in collaboration with the ZHAW, has enabled us to implement the latest theoretical and empirical discoveries in behavioral economics in a customer advisory tool, that can be easily parameterized and individually tailored to our needs, in a professional and efficient manner.»

Alex Marjanovic,
Head of Customer Service and Branch Offices, AEK Bank 1826

Prof. Dr. Hans Brunner,
Director of the Institute for Wealth & Asset Management, ZHAW School of Management and Law

«While developing the ‹Visual Risk Profile›, the ZHAW was able to optimally combine its competences in the fields of banking & finance (Institute for Wealth & Asset Management) and psychology (School of Applied Psychology). As part of the project funded by the federal government, new scientific findings have emerged in the visual presentation of price risks and their influence on risk appetite as well as in the measurement of individual investment behaviour. Thanks to K&W Software AG and AEK Bank and their specific technical expertise, the scientific findings could be optimally transferred into consulting practice».

Prof. Dr. Hans Brunner,
Director of the Institute for Wealth & Asset Management, ZHAW School of Management and Law

Customers

Partners

We are a certified partner for the Avaloq Software Exchange Platform since 2015. We use Avaloq tools to develop state-of-the-art software solutions for our customers ever since.

We extend the Qlik Sense® user interface for Axeed with innovative features that simplify the daily data analysis.

We support Primecoach as a technology partner in developing a RegTech service. Our partnership combines extensive expertise with engineering competence.

We complement Synpulse's «Digital Banking» team with our development expertise and experience in building Avaloq frontends.

Network

«Friends of Funds» is an independent platform for networking and information exchange within the Swiss fund industry. We have sponsored the event for years and are frequently represented on the panel.

friends-of-funds.ch

The ICEP Academy has specialized in organizing Seminars on investment funds topics since 2001. Ulrich Jacobi is member of the training staff and regularly gives lectures on the subject of fund performance.

akademie-icep.de

The SWISS FUND DAY is an initiative launched in 2006 by various representatives of the fund and asset management industry. It provides a novel conference platform for topics related to operations, regulations, information technology, systems and processes. We are represented on its advisory board by Ulrich Jacobi.

swissfundday.ch