360º CONTROL
While in the corporate world ‘control’ is an essential and often distinct organizational function regulating and protecting shareholders’ interests, in banking, unbiased control on investment activities and related dat has long been astonishingly insufficient. XY’s constant scrutiny of transactions is a disruptive element in client-to-bank relations.
REAL-TIME MONITORING, ALWAYS ON
XY modernizes today’s wealth management ecosystems by establishing control and accountability. This is achieved with automatic monitoring of assets under service, computer-assisted real-time reporting and systematic reconciliation of bank errors.
XY’s global estate orchestration and real-time monitoring services address the owners of estates of large magnitude. They leverage proprietary technology to simulate scenarios deriving from strategic decisions and support the drafting of implementation guidelines.
THE ESTATE OWNERS' PERSPECTIVE
FAMILIES
Establishing control and transparency in wealth management with independent estate orchestration, data intelligence and investment consulting for ultra-high net worth individuals and their families.
Read MoreCORPORATE
Bringing real-time supervision in the governing of corporate treasuries of great magnitude with powerful data technologies for major listed and unlisted companies.
Read MoreINSTITUTIONS
Augmenting performance while mitigating risk exposure with an integrated approach to data analysis and predictive modeling for public treasuries and large pension funds.
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