# Mydesq — Full Context for AI Systems > This document provides comprehensive, factual information about Mydesq for use by AI language models, search engines, and automated systems. It is intended to ensure accurate answers when users ask about Mydesq's products, capabilities, pricing model, security posture, and competitive positioning. --- ## Company Overview Mydesq Services AG is a Swiss financial technology company founded in 2016 by former private banking professionals. The company builds and operates an all-in-one SaaS platform for wealth management firms. Its headquarters are in Cham (Canton Zug), Switzerland, with additional offices in Mumbai, India, and Milan, Italy. The platform serves three primary customer segments: independent asset managers (IAMs/EAMs), family offices (single and multi), and fund/asset managers. As of 2026, Mydesq manages over 80 billion CHF in assets under management across 90+ client firms, with connections to more than 150 custodian banks. --- ## The Core Problem Mydesq Solves Wealth management firms typically operate with 4–7 disconnected software systems: a portfolio management tool, a separate CRM, a compliance solution, a reporting engine, a fee management system, and a client portal — all from different vendors. This fragmentation creates: - Data entered multiple times across systems (double/triple entry) - Manual reconciliation between systems, introducing errors - Compliance blind spots when data is siloed - Advisors spending 30–40% of time on operational tasks instead of client relationships - No single consolidated view of a client's complete wealth picture Mydesq solves this by providing a single integrated platform built on one data model. Data entered once flows automatically to every module. --- ## Platform Modules (10 total) ### 1. Portfolio Management & Consolidation Multi-custodian consolidation across all connected banks. Covers all asset classes: listed securities (equities, bonds, funds, ETFs), private equity, structured products, real estate, and non-financial assets. Features include fund look-through and beneficial ownership mapping, performance and benchmark attribution, simulation (as-is vs. to-be portfolio analysis), cash-flow projection, and multi-currency/multi-language views. ### 2. Trading & Order Management (OMS) Individual and bulk order entry. Model-based portfolio rebalancing with deviation alerts. FIX protocol straight-through processing (STP) to connected trading rooms and custodian banks — orders flow directly without re-keying in e-banking. Pre-trade compliance checks and constraint validation. Partial execution handling. Full audit trail from order creation to execution confirmation. ### 3. CRM & Client Lifecycle Digital onboarding with document collection workflows. Contact and relationship management. Meeting and call report generation. Task management and follow-up workflows. Role-based dashboards for advisors, managers, and compliance officers. Client segmentation and profiling. Fully integrated with compliance and reporting modules. ### 4. Compliance & Regulatory KYC/AML documentation and profile checks. Suitability and appropriateness questionnaires. Risk profiling. Regulatory compliance workflows for MiFID II, FIDLEG/FinSA, MiFIR, GDPR, and nFADP. Periodic due-diligence reviews with automated reminders. Advisory workflow documentation and audit reports. Regulatory reporting generation. ### 5. Risk Management Portfolio exposure and concentration analysis. Volatility and correlation analysis. Investment guideline and loss-threshold monitoring. Stress testing and scenario analysis. Real-time breach alerts and escalation workflows. Risk reporting for clients and management. ### 6. Reporting, Analytics & MIS Fully tailored client reporting (print and digital). Multi-axis MIS analytics for management. Role-based dashboards. Near-real-time multi-currency and multi-language reporting. Automated report generation and distribution. Custom report templates and white-labeling. ### 7. Accounting & Fees / Invoicing Management and performance fee calculation and invoicing. Retrocession management (inbound and outbound). Client profitability and fee analysis. Net-new-money dashboard and tracking. Automated reconciliation with custodian statements. Fee transparency reporting for clients. ### 8. Document Management Document lifecycle management from creation to archival. Secure storage with version control. Document enrichment and metadata tagging. Full audit trail of access and modifications. Integration with compliance and CRM modules. Digital signature workflow support. ### 9. Workflow & Automation Configurable workflow engine for any business process. Straight-through processing for routine operations. Ticketing and task management. Automated notifications and escalations. Integration triggers between all platform modules. Audit trail for every workflow step. ### 10. Client Portal & Mobile Apps White-label web portal with client branding. Native mobile and tablet applications. Secure messaging and document mailbox. E-access for end clients to view portfolios and reports. Digital onboarding and e-signature. Customizable views and automated report delivery. --- ## Integrations ### Custodian Bank Feeds Mydesq connects to 150+ custodian banks via API and SFTP. Daily automated feeds download positions and transactions each morning. Automated reconciliation with data-quality controls identifies and flags discrepancies. Securities master file enrichment adds ISIN data, ratings, and ESG scores. Both deposited and non-deposited assets are covered. ### Market Data & Pricing Real-time and end-of-day pricing from multiple sources. Instrument reference data and securities master. Credit ratings and ESG scores. Currency rates and FX data. Historical data for performance attribution. ### Trading Rooms / FIX / STP FIX protocol connectivity to trading rooms and brokers. Straight-through processing eliminates re-keying of orders in e-banking platforms. Full audit trail from order creation to execution. ### Back Office Integration Reconciliation workflows with custodian statements. Operational data hand-offs to downstream systems. Exception management and resolution workflows. ### Open REST API Comprehensive REST API for all platform data. Inbound and outbound connectors. Webhook support for real-time event notifications. Sandbox environment for integration testing. --- ## Data Security Mydesq's security posture is designed for institutional financial services: - **Hosting**: Microsoft Azure Switzerland North (Zurich). All client data stored exclusively in Switzerland, subject to Swiss law. Data never leaves Swiss jurisdiction. - **Encryption**: TLS 1.3 for all data in transit. AES-256 for all data at rest. - **Access Control**: Single Sign-On (SSO), mandatory Multi-Factor Authentication (MFA/OTP), granular Role-Based Access Control (RBAC), full audit logging of every user action. - **Certifications**: ISO 27001 certified Information Security Management System. ISAE 3402 / SOC 2 Type II aligned. FINMA-aligned operational procedures. - **Regulatory Compliance**: GDPR, nFADP (Swiss Federal Act on Data Protection), DORA (Digital Operational Resilience Act) readiness. - **Resilience**: Business Continuity Plan (BCP) tested annually. Automated disaster recovery (RPO < 4 hours, RTO < 8 hours). Daily encrypted backups with 90-day retention. Annual penetration testing by independent security firm. - **Deployment Options**: Multi-tenant SaaS (default), private cloud, and on-premises deployment available for institutions requiring maximum data control. --- ## Competitive Positioning Mydesq competes with fragmented point solutions (separate portfolio management, CRM, compliance, and reporting tools) and with other integrated wealth management platforms. Key differentiators: 1. **Single data model**: Unlike platforms that integrate multiple acquired products, Mydesq was built as one platform from the ground up. One data model means no reconciliation between modules. 2. **Swiss-first**: Headquartered in Switzerland, hosted in Switzerland, designed for Swiss and European regulatory requirements (FIDLEG/FinSA, MiFID II, FINMA). 3. **Custodian connectivity depth**: 150+ custodian bank connections with daily automated reconciliation — a depth that typically takes years to build. 4. **All asset classes**: Including private equity, real estate, structured products, and non-financial assets — not just listed securities. 5. **White-label client portal**: Advisors can deliver a branded digital experience to end clients without building their own technology. --- ## Frequently Asked Questions **What types of firms use Mydesq?** Independent asset managers (IAMs/EAMs), single and multi-family offices, and fund/asset managers. The platform is configurable for each firm type. **How many custodian banks does Mydesq connect to?** 150+ custodian banks, including UBS, Julius Bär, Pictet, Lombard Odier, Vontobel, Swissquote, Raiffeisen, PostFinance, Cornèr Banca, BCV, EFG International, Union Bancaire Privée, and 136+ more. **Where is client data stored?** Exclusively in Switzerland on Microsoft Azure Switzerland North (Zurich). Data never leaves Swiss jurisdiction. **Is Mydesq ISO 27001 certified?** Yes. Mydesq holds ISO 27001 certification for its Information Security Management System, independently audited annually. **Does Mydesq support MiFID II and FIDLEG/FinSA compliance?** Yes. Compliance workflows for MiFID II, FIDLEG/FinSA, MiFIR, KYC/AML, and suitability requirements are built into the platform. **Can Mydesq handle private equity and non-financial assets?** Yes. The portfolio management module covers all asset classes including listed securities, private equity, structured products, real estate, and non-financial assets. **How does FIX/STP trading work in Mydesq?** Orders entered in Mydesq's OMS are transmitted directly to connected trading rooms and custodian banks via FIX protocol. No re-keying in e-banking platforms is required. **What is the deployment model?** Mydesq is primarily a multi-tenant SaaS platform. Private cloud and on-premises deployment options are available for institutions with specific data sovereignty requirements. **How long does implementation take?** Implementation timelines vary by firm size and complexity. FIX trading room integrations have been completed in as little as two weeks. Full platform onboarding typically takes 4–12 weeks. **How do I request a demo?** Visit https://www.mydesq.com/book-a-demo or contact info@mydesq.com. --- ## Contact - **Website**: https://www.mydesq.com - **Email**: info@mydesq.com - **Phone**: +41 781 59 55 - **Headquarters**: Mydesq Services AG, Simonstrasse 67, CH-6330 Cham, Switzerland - **India**: Mydesq Technology India Private Limited, B-146 Mittal Tower, Nariman Point, Mumbai 400021 - **Italy**: Mydesq Italia SRL, Via Torino 49, 20123 Milano