Kline Information

We are the ideal partner to support the transformation involving in the FinTech, Wealth Management and RegTech sectors, linked to technological and process innovation. We offer to all market players advanced, customized and scalable digital solutions that lead to the future and leverage an accelerating technological know-how, specific expertise and unique experiences in Italy. We have 75+ clients with over 250 Bn of AuM, are present in 6 international markets and rely on 110+ professionals to find the right solutions which is at the heart of our mission statement. We build the present with advanced digital solutions that lead to the future. We commited to deliver complex, customizable and modular solutions, specifically created for the individual needs of each client type: Wealth Management - our solutions for Wealth Management clients - large banks, local private banks, financial advisors - enhance and support wealth management activities: financial planning, investment management and all related financial services that target high net worth clients. Asset Management - our solutions are designed to fully satisfy to the operational needs of Banks, SIM, SGR and to support all the organizational, capital, administrative, regulatory, legal and fiscal requirements of those who operate in the financial services market, particularly related to portfolio management, ensuring coverage of all the areas of the TUF (Testo Unico sulla Finanza - i.e. Consolidated Law on Finance) Fiduciary Services - our innovative and complete solutions dedicated to the fiduciary management that facilitate all the operational workflows relative to the administration of assets underlying the "fiduciary mandate" and the regulatory compliance with the Supervisory and Tax Authorities Trading and Execution, Portfolio and Risk Management, Financial Advisory and Wealth Planning