Wealth Management Platform
Step up your Wealth Management
Adapting to the fast-changing Wealth Management landscape is more challenging than ever. Crosskey’s solution provides extensive cross-business support to a broad range of players in the wealth management eco system, ranging from Full-service banks and Investment firms to specialized Fund & Asset managers and Family offices
Trusted by industry leaders
Key benefits
Consolidated data on a consolidated platform
Complete and reliable business data is the foundation of successful investment decision-making, for humans as well as algorithms and AI agents. Crosskey’s Business Solutions share the same business data model as well as the actual data, all in one application.
Performing Today. Ready for Tomorrow.
Crosskey’s platform meets the demands of an increasingly interconnected, straight-through-oriented, no-pause wealth management universe. We’re ready to tackle T + 1 settlement, extended trading hours, and more.
We are here to support you – In person
We know your business and provide expert supporting services and education for business, applications and systems, before and after implementation. We believe in being close to our customers and experts in our local offices across the Nordics look forward to serving you.
A unified Wealth Management foundation
Crosskey's Wealth Management solution is built to scale with your business and covers a wide range of wealth management activities, from Fund- and Asset Management to extensive investor portfolio life-cycle management, including Order Management and Execution capabilities and of course APIs for seamless integration to interacting systems and services.
Asset Management
Run asset management with the tools and visibility needed to scale, adapt and serve clients better. Crosskey brings portfolio management, risk and analysis into one modular platform.
Fund Management
Crosskey’s fund management solution streamlines operations for proprietary and distributed funds with state-of-the-art tools for portfolio analysis, asset allocation, and compliance. Our platform supports a broad spectrum of fund types and integrates seamlessly with market data and trading platforms.
Portfolio and Custody Service
As a provider of Wealth Management Services, you need to manage the full Investor Portfolio life cycle – today, tomorrow and for years to come. Crosskey’s scalable SaaS model simplifies client operations, while API access and web-based technology provide a customizable and future-ready digital infrastructure.
Modular & Configurable by Design
Expand your solution step-by-step as your business grows. Increase and extend both capabilities and capacity via Crosskey’s modular and configurable properties designed to fit institutions of all sizes and needs.
Our modular SaaS model streamlines operations, while API access and modern web‑based technology form a flexible, future‑ready digital infrastructure.
- Add fully integrated Business Solutions to support growing business demands
- Leverage APIs for seamless integration with surrounding systems and services
- Benefit from the SaaS-based scalable architecture – supports various cloud configurations models
Delivered in partnership
We are committed to developing, delivering and maintaining a solution that evolves with your business needs rather than “just providing technology”.
From day one in our business relationship, we work closely together to plan critical joint activities such as initial customer onboarding and implementation project model and once on board, you can leverage the full Crosskey service spectrum
- Our SaaS-based operational model allows you to focus on business rather than technology
- Benefit from our cyclic product release-schedule
- Leverage our business experts to customize user experience and business behavior
- Join one of our local User Groups and share your views
Complementary Services
Let’s discuss your wealth platform needs
Whether you are expanding your investment offering or modernising legacy wealth operations, we are ready to explore how the platform can support your strategy.
