The portfolio management platform built for your firm
RedSwiss Wealth brings client tracking, multi-currency portfolios and compliance together in one secure, Switzerland-hosted platform.
100%
Switzerland / EU hosting
3
Integrated modules
24/7
Access to your portfolios
Three modules, one platform
RedSwiss Manager
Portfolio management: client records, multi-currency portfolios, positions and consolidated real-time valuation.
RedSwiss Compliance
Track each client's KYC status and risk profile, built directly into their record in RedSwiss Manager.
RedSwiss Connect
Automatic consolidation of bank data across institutions for a unified wealth view.
Simplicity and security, built for independents
Compatible with your infrastructure
Integrates with your existing tools without replacing how you already work.
Fast onboarding
A firm can be up and running in days, not months.
Light, intuitive interface
Built for daily use, without a heavy training curve.
Data encryption
Sensitive data is encrypted and hosted in Switzerland / EU.
Two-factor authentication
Every account is protected with 2FA (TOTP) and new-device login alerts.
Customizable access
Roles and permissions tailored to your firm's structure.
Simple pricing, without the hidden costs of traditional platforms
Start for free, upgrade to Pro as your firm grows.
Free
Free
To get started and track your first clients.
- Up to 5 clients
- Portfolio tracking and performance
- Downloadable PDF statements
- CSV import of positions
Pro
CHF 39/month
For firms that structure their business without the cost of traditional platforms.
- Unlimited clients
- Everything in the Free plan
- Priority support
- No commitment, cancel anytime
Built by and for independent asset managers
RedSwiss Wealth was born from the observation that independent managers deserve tools as rigorous as those of large banks, without the overhead. Our team combines wealth-management expertise with Swiss software engineering.
CH
Designed and hosted in Switzerland
3
Modules built for your business
Let's talk about your firm
Request a personalized demo or ask us your questions.
RedSwiss Wealth
Geneva, Switzerland
info@anthony-thomas.ch