open banking api services > providers from switzerland

InvestGlass Swiss PMS transforms portfolio management by seamlessly connecting traditional banking transactions with the world of crypto. Securely hosted in Switzerland, it unifies multiple sources of truth – from custodians and market data to blockchain feeds – ensuring transparency, compliance, and trust. With automated rebalancing, real-time monitoring, and client-ready reporting, it’s the modern bridge between banks, asset managers, and digital assets.

- Robust and easy-to-understand bi-directional adapter for exporting data from and writing data into the Avaloq banking system

- Simple configuration, code generation and a dedicated test framework for reduced implementation and testing efforts.

- Controlling: Stay informed with Dashboards, advanced logging and self-monitoring capabilities

The AI Business Finance Manager enables banks to strengthen their digital banking services for business customers in a purposeful manner. The state-of-the-art financial cockpit provides transparency, control and genuine added value. Thanks to real-time data analysis, intelligent liquidity planning and data-based forecasts, the solution delivers a comprehensive 360° view of all business accounts. Banks not only help their SME customers actively manage their finances, they also improve the efficiency of their advisory services, unlock new cross-selling and upselling potential, and strengthen their position in the digital marketplace.

- Automated categorisation

- Real-time cash flow analysis

- Predictive liquidity planning

- Hyper-personalised financial insights

- Automated value-added information

- Natural language search with AI

- Intelligent subscription overview: active subscriptions are automatically detected and displayed in a clear format.

The intuitive AI financial cockpit for hyper-personalised digital banking. Thanks to real-time data analysis and artificial intelligence, we help financial institutions make effective use of their customers' transaction data. Banks strengthen their leading role in the industry and become pioneers in using data to optimise business processes and deepen digital customer relationships.

A wide range of value-added features that support customers in their everyday lives and actively help them improve their financial situation:

- Dashboard with hyper-personalised insights

- Income and expenditure statistics and analyses

- View all subscriptions at a glance

- Automatic labelling of tax-deductible transactions

- Individually created savings goals on virtual sub-accounts and flexible budget functions

- AI-based natural language search that converts transaction data into understandable information

There is a consensus that innovation is positive and essential for survival in the rapidly changing and highly competitive financial industry.

However, budget and capacity constraints lead to insufficient innovation.

Although these two factors are always limited, innovation can be strengthened by increasing efficiency and decoupling innovation from scarce resources.

Instead of focusing on one selected innovation, it makes more sense to implement several innovations with the same resource capacity and test their market success.

By using IAP, your teams can innovate faster and more efficiently, putting you one step ahead of the competition!

IMS, the Incentage Middleware Suite, is the messaging integration solution which increases quality and reduces the risk and time needed to complete integration projects.

IMS is a fully modular rules engine designed for message transformation without the need to write code. Applications can be interconnected using the comprehensive set of adaptors, parsers and builders.

Parsers and builders use data dictionaries to fully support standards such as Swift, FIX etc.