# Mydesq

> Mydesq is the all-in-one wealth management platform for independent asset managers (IAMs/EAMs), family offices, and fund managers. Founded in Switzerland in 2016. 150+ custodian bank connections. 80B CHF AUM managed across 90+ clients.

Mydesq replaces 4–7 disconnected point solutions with a single integrated platform where data is entered once and flows automatically to every module — portfolio management, trading, compliance, reporting, and client portal.

## What Mydesq does

Mydesq is a SaaS platform that covers the full operational lifecycle of a wealth management firm:

- **Portfolio Management & Consolidation**: Multi-custodian consolidation across 150+ banks, all asset classes (equities, bonds, funds, private equity, structured products, non-financial assets), performance attribution, simulation.
- **Trading & OMS**: Individual and bulk order management, FIX straight-through processing to trading rooms, model rebalancing, pre-trade compliance checks.
- **CRM & Client Lifecycle**: Digital onboarding, contact management, meeting reports, task management, role-based dashboards.
- **Compliance & Regulatory**: KYC/AML, MiFID II, FIDLEG/FinSA, suitability questionnaires, periodic due-diligence, advisory workflow documentation.
- **Risk Management**: Exposure and concentration analysis, volatility/correlation, investment guideline monitoring, real-time breach alerts.
- **Reporting & MIS**: Tailored client reports, multi-axis MIS analytics, multi-currency and multi-language, automated distribution.
- **Accounting & Fees**: Management and performance fee invoicing, retrocession management, client profitability, net-new-money dashboard.
- **Document Management**: Document lifecycle, secure storage, version control, audit trail.
- **Workflow & Automation**: Configurable workflows, straight-through processing, ticketing, automated notifications.
- **Client Portal & Mobile Apps**: White-label web portal, native mobile/tablet apps, secure messaging, e-access for end clients.

## Integrations

- 150+ custodian bank feeds (API/SFTP daily), including UBS, Julius Bär, Pictet, Lombard Odier, Vontobel, Swissquote, and 140+ more
- Daily automated reconciliation of positions and transactions
- FIX/STP trading room connectivity
- Market data and pricing integration
- Back-office process integration
- Open REST API for custom integrations

## Data Security & Compliance

- Hosted on Microsoft Azure Switzerland North (Zurich) — data never leaves Switzerland
- ISO 27001 certified information security management
- ISAE 3402 / SOC 2 aligned audit framework
- FINMA-aligned infrastructure
- GDPR and nFADP compliant
- SSO, MFA/OTP, role-based access control, full audit logging
- Private cloud and on-premises deployment options available

## Who uses Mydesq

- **Independent Asset Managers (IAMs/EAMs)**: Multi-custody consolidation, compliance automation, client reporting, fee management
- **Family Offices (single and multi)**: Complex/illiquid portfolios, all asset classes, multi-entity governance, consolidated net-worth view
- **Fund & Asset Managers**: Portfolio management, OMS, performance attribution, compliance monitoring, investor reporting

## Key facts

- Founded: 2016, Switzerland
- Legal entity: Mydesq Services AG, Simonstrasse 67, CH-6330 Cham
- Also present in: India (Mumbai), Italy (Milan)
- Team: 32 employees
- Clients: 90+
- AUM managed: 80B CHF
- Banks connected: 150+
- Contact: info@mydesq.com | +41 781 59 55

## Pages

- [Home](https://www.mydesq.com/)
- [Platform Overview](https://www.mydesq.com/platform)
- [Portfolio Management](https://www.mydesq.com/platform/portfolio-management)
- [Trading & OMS](https://www.mydesq.com/platform/trading-oms)
- [CRM & Client Lifecycle](https://www.mydesq.com/platform/crm)
- [Compliance & Regulatory](https://www.mydesq.com/platform/compliance)
- [Risk Management](https://www.mydesq.com/platform/risk-management)
- [Reporting & MIS](https://www.mydesq.com/platform/reporting-mis)
- [Accounting & Fees](https://www.mydesq.com/platform/accounting-fees)
- [Document Management](https://www.mydesq.com/platform/document-management)
- [Workflow & Automation](https://www.mydesq.com/platform/workflow-automation)
- [Client Portal & Apps](https://www.mydesq.com/platform/client-portal-apps)
- [Integrations Overview](https://www.mydesq.com/integrations)
- [Custodian Bank Feeds](https://www.mydesq.com/integrations/custodian-feeds)
- [Trading Rooms / FIX](https://www.mydesq.com/integrations/trading-rooms)
- [Open API](https://www.mydesq.com/integrations/api)
- [Data Security](https://www.mydesq.com/data-security)
- [Certifications](https://www.mydesq.com/data-security/certifications)
- [Hosting & Data Residency](https://www.mydesq.com/data-security/hosting-deployment)
- [Solutions for IAMs](https://www.mydesq.com/solutions/wealth-managers)
- [Solutions for Family Offices](https://www.mydesq.com/solutions/family-offices)
- [Solutions for Fund Managers](https://www.mydesq.com/solutions/fund-asset-managers)
- [Why Mydesq](https://www.mydesq.com/why-us)
- [About Us](https://www.mydesq.com/company/about)
- [Book a Demo](https://www.mydesq.com/book-a-demo)