IT-Services
First Advisory offers integrated IT solutions for trustees, asset managers, family offices, and financial intermediaries. Our services combine applications, digital processes, IT operations, and regulatory support on a single central platform.
Implementation is handled by our technology unit, CSL, which has been developing and operating specialized IT solutions for regulated financial firms since 2012.
FinanceOne
Platform for Risk and Customer Management
FinanceOne consolidates regulatory requirements and customer processes into a single central platform, providing transparency regarding risks, data, and workflows. You can manage compliance, reporting, and customer relationships in an integrated and traceable manner.
eArchive
Document Management for Structured Customer Files
eArchive centrally organizes documents, making them audit-proof, searchable, and available at all times. You reduce search effort and ensure consistent filing across all client dossiers.
Bank Unifyer
Automated processing of bank documents
Bank Unifyer automatically handles bank documents from acquisition through indexing to structured filing. This creates end-to-end processes without manual intermediate steps.
Auros
Platform for digital processes and signatures
Auros digitizes business processes from capture to approval, including qualified electronic signatures. You manage internal and external workflows seamlessly and transparently.
OneWealth
Portfolio management system
OneWealth consolidates asset data and supports the structured management of client portfolios. You gain a unified foundation for analysis, reporting, and decision-making.
eWeBu
Electronic Securities Accounting
eWeBu automatically processes daily postings from portfolio management directly into securities accounting and transfers them automatically to financial accounting. This results in seamless and efficient posting processes.
Private Cloud Services
IT Infrastructure and Security from a Single Source
Private Cloud Services ensure the operation, maintenance, and security of your IT infrastructure. They reduce complexity and guarantee stable, scalable, and secure systems for your core business.
Your Benefits
- Specialized IT solutions for financial service providers
- Software, infrastructure, consulting, and operations all from a single source
- Expertise in financial software and banking interfaces
- In-depth understanding of regulatory requirements, business processes, PMS systems, and financial accounting
- Solutions are deployed within our own financial environment and continuously refined
- IT operations in regulated and stable financial jurisdictions with a corresponding focus on security and compliance
CSL Corporate Services Est.
Wuhrstrasse 6, 9490 Vaduz
CSL Corporate Services (Schweiz) AG
Büttenweg 16, 8004 Zürich
