Your partner for digital solutions in wealth management

Alphasys and SIX Financial Information Ltd. (formerly SIX Telekurs AG) maintain a close partnership. Thanks to direct database access, Netfolio provides comprehensive information on more than 23 million financial instruments worldwide. Users benefit from real-time and historical prices, fundamental data on companies, markets, and instruments, as well as up-to-date financial news.

As a founding member of the OpenWealth Association, Alphasys is committed to developing open standards in the Swiss financial sector. The goal is secure, transparent, and client-friendly data exchange between banks, fintechs, and other market participants. Together, we are shaping the future of open banking in Switzerland - and are currently the only provider live with all three use cases (Custody Service, Customer Management, and Order Placement).

We are connected with more than 70 domestic and international banks and financial institutions. This broad coverage ensures seamless integration into existing banking infrastructures - for up-to-date data, efficient processes, and maximum relief in our clients’ daily operations. New connections are implemented flexibly as needed.

bLink, the open banking platform from SIX, serves as our technical foundation for bank connections via the OpenWealth standard. This way, a single integration is sufficient to securely and efficiently connect participating banks.

As an IT partner, exxo ensures the stable operation of our applications - including operating systems, databases, networks, and backup services. The data centers are FINMA-compliant and certified according to ISO 27001 and ISO 9001, meeting the highest standards for data protection, information security, and operational stability. Thanks to virtualization, redundancy, and 24/7 monitoring, our clients benefit from reliable operations and optimal protection of sensitive financial data.

theScreener is a Swiss provider of quantitative analyses on equities, sectors, and indices. Through the integration of theFeed and ESG modules, valuation and sustainability data are automatically imported into Netfolio and displayed in the context of your portfolios. This supports research, compliance checks, and client communication - efficiently and seamlessly within your daily workflow.

Cleversoft is a leading provider of RegTech solutions for financial institutions. In Netfolio, its solution is used for PEP and sanctions list checks. This ensures that customer data is regularly matched against international data sources. In this way, wealth managers meet their regulatory obligations efficiently, reduce risks, and benefit from complete documentation.

Investment Navigator provides a platform for the automated review of investment products in terms of regulatory requirements and distribution approval. Through integration into Netfolio, this information is available directly in the portfolio context and flows directly into the order generator - as a pre-trade check before executing an investment order. This ensures that wealth managers recommend and use only suitable products - efficiently, transparently, and audit-proof.

Collaboration with universities is an important component of innovation for us. Together with institutions such as the Zurich University of Applied Sciences (ZHAW) and the University of Applied Sciences of the Grisons (FHGR), we are working on projects on forward-looking topics. Currently, in the SYMBOL project with FHGR, we are exploring the potential of large language models (LLMs) in the context of Netfolio - with the goal of making artificial intelligence usable for compliance, reporting, and business intelligence.