Built for Swiss EAMs & independent asset managers
Revenue and net new assets by advisor and household, vs target.
Just ask.
Your portfolio system, CRM, custodian banks (UBS, Pictet, Lombard Odier, Vontobel) and your books (bexio, Abacus) don’t agree. Pillar unifies them and answers in plain English — with a cited number that holds up to FINMA scrutiny. No data team.
The questions you can't answer today
Cross-system answers, in plain English.
Your stack. Already connected.
bexio and Abacus are native. Custodian feeds (UBS, Pictet, Lombard Odier, Vontobel, Julius Baer) come via SFTP / file feed or the bank’s EAM portal. Portfolio systems (Expersoft, Etops, New Access, Avaloq) connect via documented REST or extract.
Connected day one Via API Via file / export ⇄Swaps with your region
Common questions for Wealth & RIA firms
Expersoft and Etops already have reporting. Why Pillar?
Those report inside the portfolio system. The questions that break are the ones that cross systems: billed fees vs the GL in bexio/Abacus, NNA across multiple custodians (UBS + Pictet + Lombard Odier), household profitability that needs CRM service tier and RM cost together. That cross-system join is what we do.
We are FINMA-supervised — data security and audit evidence are non-negotiable.
Every answer carries a grounded citation (the tables, columns, filter and time window it used). Metric definitions are versioned with full provenance, and AI-proposed definitions require human approval before they reach a number. Infrastructure is EU-hosted in Zürich under GDPR.
We have grown by booking-centre acquisitions on different portfolio systems.
That mixed estate is the value case. We unify multiple portfolio systems (Expersoft + Etops + New Access) into one client list and one position view, with the source flagged on every row. Custodian flows (UBS + Pictet + Lombard Odier + Vontobel) consolidate the same way.
We do not have a data team.
You do not need one. No warehouse, no engineer — connect your portfolio system, custodian feeds and bexio/Abacus and ask. Operations gets the answer instead of building the spreadsheet.
See it on your stack.
30 minutes on your real numbers.