Electronic Services

Digital Solutions

Electronic Services

Consolidated portfolio visibility, reporting, and analytics

Our digital platform provides secure access to portfolio information across banks, asset classes, entities, and investment structures.

It combines live dashboards, analytics views, governed PDF reports, and structured data exports to support transparent monitoring, informed decision-making, and efficient review.

Lucerne
Sunset
Key Capabilities

Better-informed decisions, closer control

  • Portfolio overview — consolidated visibility across marketable securities, private assets, liquidity, entities, and accounts
  • Live dashboards — dynamic views based on the latest available data in the system
  • Analytics & reporting — performance, asset structure, liquidity, exposure, and portfolio evolution views
  • Governed PDF reports — point-in-time reporting prepared using defined cut-off dates
  • Structured data exports — normalized and reconciled portfolio datasets for further review, analysis, and internal documentation
  • Private market tracking — commitments, capital calls, distributions, and valuation updates
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Privacy

Data Protection

We protect your personal data with strict Swiss privacy standards and secure handling practices.

Open Data Protection →