Wealth Advisory platform

Empower your advisors with a complete client picture and smart planning tools to deliver proactive, high-quality advice and improve operational efficiency.
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Built for wealth managers by wealth management experts

A connected platform to unify client data, standardize advice, and streamline workflows for private banks.

Holistic client insights

Bring together fragmented client data into one place so your advisors get the information they need to make better decisions, faster.

Institutional-grade planning

Equip all your advisors with powerful planning tools, like retirement projections and tax simulations, so they can deliver expert advice without relying on specialists.

Prioritize clients more

AI helps free up your advisors’ time to give their clients more attention by automating repetitive tasks, flagging opportunities, and suggesting next steps.

Your benefits

A smarter way to help clients manage their wealth

Plan with precision and advise with confidence

Your customer benefits

A platform you can trust

Proven results, validated by clients, and delivered with reliability
90.00%
on-time, on-budget delivery

G+D Netcetera has delivered 90% of projects on time and within budget, far exceeding the industry average of 27-30%. Our expertise in regulated environments ensures minimal disruption and maximum reliability.

20.00+
client interviews for market validation

We conducted over 20 in-depth client interviews to validate the platform’s design. This ensures it addresses the real-world needs of relationship managers and UHNW individuals.

12.00months
sales cycle with proof of concept

Our 12-month sales cycle includes demos, proofs of concept, and close alignment between our technical and product teams, resulting in a tailored, risk-free adoption of the platform, with ongoing support for long-term success.

Designed for flexibility and security

A modular solution that integrates seamlessly with your existing systems
Flexible architecture for all sizes

P40’s modular, API-first design means you can deploy it as SaaS or on-premise, giving you full control over your data.

With our migration expertise, we’ll move you over with minimal fuss, so you can start small and scale up as you need.

Whether you’re a boutique fund or a large collective, P40 adapts to your infrastructure.

Bank-grade security & compliance

With 30+ years of Swiss financial expertise P40 is built with security at its core. You get end-to-end encryption, strict access controls, and regular security checks to keep your data safe. It stays compliant with BVG/LPP, DSG, and GDPR, with updates handled automatically. Plus, audit trails and reporting tools give you full visibility. And with built-in redundancy and disaster recovery, you’re covered for any disruption.

Proven success with Swiss pension funds

Hear from leading funds who’ve modernized with P40:

BERAG: Freed their team from manual work, creating more room for exceptional member service and client contact. 

Read the Success story.   Watch the video

 

PK Rück: Digitized all key workflows, replacing diverse legacy systems with a fully end-to-end digitalized process. “The highlight of the project is definitely our Friday morning workshops, where ideas quickly turn into living code that creates added value for us and our clients.” - Andreas Bär, CEO, PK Rück.

Watch the video

FAQs

Can’t find the information you’re looking for? Find the answers below, or get in touch to speak with our team.
Why choose G+D Netcetera?

G+D Netcetera combines deep expertise in wealth management with a proven track record of delivering reliable, high-quality solutions. Our wealth management platform is designed to empower advisors, enhance efficiency, and improve client outcomes.

What makes our solution unique?

Unlike other solutions, our platform focuses on enhancing advisors, not replacing them. It provides a complete client picture, institutional-grade planning tools, and AI-driven insights - all in one connected environment. This enables advisors to deliver proactive, high-quality advice while improving your operational efficiency.

How does the platform integrate with existing systems?

The platform sits on top of your existing systems, unifying the data that matters for advice. It doesn’t replace your current infrastructure but enhances it, providing advisors with instant access to the information they need.


Verwandte Lösungen

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Verwandte Lösungen

Entdecken Sie mehr aus dem Digital Banking Portfolio von G+D Netcetera
Financial Advisory - Omnium

Durch die Kombination von Fachwissen mit smarter Technologie bietet unsere hybride Finanzberatungsplattform Omnium Lösungen, die Beratungsprozesse vereinfachen, die Effizienz steigern und nachhaltigen Mehrwert schaffen, heute und in Zukunft.

 

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AI-powered software delivery

KI verändert grundlegend, wie schnell sich Legacy-Systeme verstehen, dokumentieren und modernisieren lassen, und senkt damit das operative Risiko, zu spät zu handeln.

Wir liefern KI-gestützte Codebase-Analysen, eine Dokumentation der Geschäftslogik und eine schrittweise Modernisierungs-Roadmap, damit Sie fundierte Entscheidungen über die nächsten Schritte treffen können.

 

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Custom banking software development

G+D Netcetera entwickelt individuelle Banking- und Finanzsoftware für europäische Institute: durch die Erweiterung bewährter Plattformen oder den Aufbau neuer Systeme für sehr spezifische betriebliche und regulatorische Anforderungen.

Erweitern Sie bewährte G+D Netcetera Plattformen um die Workflows, Integrationen und die Customer Experience Ihres Instituts, statt von Grund auf neu zu bauen.

 

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Software-Delivery und Consulting

G+D Netcetera liefert Software und Beratung für europäische Banken, Zahlungsdienstleister und Versicherungen. Wir entwickeln die Authentifizierungsplattformen, Banking-Systeme und Zahlungsinfrastrukturen, auf die sich täglich Millionen Menschen verlassen.

Zu unseren Kernkompetenzen gehören Digital Banking, 3-D Secure-Authentifizierung, Fraud Prevention, Digital Identity, Processing, KI-gestützte Softwareentwicklung und Cloud-native Finanzplattformen.

 

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