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EFG to launch multi-custody platform for intermediaries

News Team, 11/06/2019

EFG International is launching a new multi-custody platform for intermediary clients.

The platform, due to be launched on 1 September, will cover client relationship management, portfolio management, reporting, and compliance and risk management.

The wealth and investment managers using it will also be able to access an automated custodian data feed from EFG’s booking centres, and access to the bank’s investment solutions service and products.

The new platform is being developed in partnership with AM-One AG, a subsidiary of Expersoft Systems AG, a Swiss asset and wealth management software firm.


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