Founded in 2004, advice online ag is a Swiss financial technology company specializing in the development and operation of digital platforms for professional financial intermediaries. Their core product is the "advice" platform, a comprehensive B2B solution that enables investment advisors and asset managers to digitally manage client relationships, portfolios, compliance, and reporting. The company's mission is to increase efficiency, transparency, and compliance for wealth management professionals through its modular and customizable software solutions.

Founded in

Switzerland