End of May 2018, the European Securities and Markets Authority (ESMA) has published its Final Report on the guidelines on certain aspects of the MIFID II suitability requirements (the “Guidelines”)[1]. ESMA was already last year in the Consultation Paper emphasizing, that the purpose of the Guidelines “is to enhance clarity and foster convergence in the […]

Money20/20, Europe’s biggest fintech stage kicked off on June 4, where we presented My Wealth, our brand-new wealth management app. It’s not common for Hungarian fintech companies to be able to represent themselves on events of this magnitude. It was an honor and privilege to be a part and an amazing experience to set foot […]

During weeks and days leading to the introduction of GDPR consumers throughout European Union were flooded with emails from various companies, organisations and social media who urged them to take various actions related to their personal data or simply telling them what changes in their Privacy policies were taking place assuring that there was no […]

Customer experience can be used to create a sustainable competitive advantage in a rapidly changing industry. In wealth management, customers are more open switching to other wealth management providers in search of better user experience, thus forcing firms to innovate to keep up with demands. The mindset of the firms must shift toward putting client-specific […]

Finally, on January 3rd 2018, MIFID II has entered into force and as one of the novelties, the explicit ex-ante disclosure of all costs & charges in connection with a transaction is from now on a must. This covers both information on costs and charges associated with the manufacturing and managing of the financial instruments […]

We are very excited that we can officially announce the launch of our blog.  We decided to start a blog because we would like to share our dedication towards innovation and knowledge which we gathered by delivering projects. We are an innovative company, who always monitors the news and tendencies of the world which can […]