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About Us

ADVSR.ch is the technology arm for Virobel Wealth. A Regulated Wealth Management firm based in St Gallen, Switzerland. We are open to teaming up with investment advisors worldwide who want to make our services available to their clients. With a view of the challenging regulatory environment in Switzerland most particular the FinSA and FinIA that will be entered into force in 2020 onwards. ADVSR also welcomes other External Asset Managers to join forces so their clients can continue to enjoy independent financial services from ADVSR’s platform. Rather than building their own operations from scratch, you may use the expertise and infrastructure developed by us.

Platform

Your Key To Independence

ADVSR allows Private Bankers to work more efficiently and focus on their client relationships.

How Does It Work?

You can focus on your investment and functional responsibilities, both of which are clearly delineated, and report to the Management Board. A strong business administration team is in place to perform your compliance, operations and administration, allowing you to focus on financial markets while paying particular attention to your client needs. The remuneration policy is directly linked to each Wealth Managers business revenues and takes no bearing on the results of the company as a whole..

Testimonial

What They Say About Us

Dynamically initiate market positioning total linkage with clicks-and-mortar technology compelling data for cutting-edge markets.

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Harry
CEO at Virobel
The Best Template You Got to Have it!
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Harry
CEO at Virobel
Embarrassed by the First Version.
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Harry
CEO at Virobel
Amazing 3 Genics template!
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Harry
CEO at Virobel
Best Template for SAAS Company!
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Ranu Mondal
Lead Developer
It is undeniably good!
Rapidiously supply client-centric e-markets and maintainable processes progressively engineer
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Why ADVSR?

Financial Institutions

Having exposure to major banks’ platform and offering value-adds the services that you are able to provide your clients with.

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Back Office & Administration

From opening client relationship to general client administration support, we have a dedicated team of professionals to service you.

Compliance

ADVSR ensures that your business meets regulatory requirements and we conduct monthly and quarterly monitoring with updated regulations .

Full Overview

Having a bird’s eye view of the portfolio, including aggregate holdings, risk management, and correlations across holdings, you will be better able to advise your clients.

Portal

Sign Up, Onboard, Request and Structure all in one dashboard.

API

ADVSR technology and data available to the Independent Adviser’s client base for the purpose of making a customized search, structuring & booking request

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Contact Us

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