The PMS for independent asset managers
redswiss Wealth PMS brings your clients, their multi-currency portfolios and KYC tracking into one interface, with a secure portal for your clients.
Trial version with fictional data, to explore the tool.
A proper tool, without the weight of a bank
Since FinIA came into force, independent asset managers need FINMA authorisation and must document their work thoroughly. Yet many still track portfolios and client files in spreadsheets.
The portfolio management systems on the market are often built for banks or large family offices: expensive, slow to roll out, and oversized for a firm of a few people.
What Wealth PMS does
Client records
Each client has a record with their portfolios, risk profile and KYC status.
Multi-currency
Positions in CHF, EUR, USD, GBP, JPY, SEK and DKK, valued in francs using ECB exchange rates.
Cash-flow-adjusted performance
Deposits and withdrawals are recorded separately, so they aren't mistaken for investment performance.
PDF statements
Generate a portfolio statement as a PDF in one click to send to your client.
CSV import
Import all of a portfolio's positions at once from a CSV file.
Client portal
Your clients sign in to see their portfolio and its performance, without having to call you.
Who is it for?
- Independent asset managers
- Small firms and family offices
- Financial advisers tracking their clients' portfolios
Frequently asked questions
How much does it cost?
The free plan covers up to 5 clients. The Pro plan, at CHF 39 a month with no commitment, allows unlimited clients.
How is the data protected?
Every account is protected by two-factor authentication (TOTP), and roles (administrator, manager, client) limit who sees what.
Can custodian banks be connected?
Not yet: automatic consolidation of bank data is in preparation. Meanwhile, positions are imported from a CSV file.
Do my clients have access to their portfolio?
Yes, through a client portal where they can see their positions and performance.
How is performance calculated?
With the simple Dietz method: deposits and withdrawals are neutralised so that only investment performance is measured. It's an approximation of the time-weighted return (TWR).
Try Wealth PMS with your firm
Free for up to 5 clients, no commitment.
Trial version with fictional data, to explore the tool.