G+D Netcetera manages 1.4 billion tokens
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Built for wealth managers by wealth management experts
A connected platform to unify client data, standardize advice, and streamline workflows for private banks.
Holistic client insights
Bring together fragmented client data into one place so your advisors get the information they need to make better decisions, faster.
Institutional-grade planning
Equip all your advisors with powerful planning tools, like retirement projections and tax simulations, so they can deliver expert advice without relying on specialists.
Prioritize clients more
AI helps free up your advisors’ time to give their clients more attention by automating repetitive tasks, flagging opportunities, and suggesting next steps.
Your benefits
More timely advice
Use AI-driven suggestions to spot opportunities and risks, such as sudden spending increases or tax changes, before they become issues.
Higher-quality advice
Give every advisor access to standardized, institutional-grade planning tools to ensure consistent, expert-level advice without delays.
Operational efficiency gains
Automate repetitive tasks to free up advisors so they can handle more clients and turn every interaction into a growth opportunity.
A smarter way to help clients manage their wealth
Plan with precision and advise with confidence
G+D Netcetera’s Wealth Management Platform gives advisors a clear, up-to-date view of each client’s finances (eg. assets, debts, income, and goals) all in one place.
It connects to your existing systems, so there’s no need to manually pull data or juggle spreadsheets. Advisors get instant access to the information they need to give better, faster advice.
The platform combines real-time data, smart planning tools, and AI assistance to help advisors work more efficiently and deliver higher-quality advice.
Key features include:
- A single client view that consolidates assets, loans, taxes, and goals in a single profile
- Smart planning tools that run real-time scenarios for retirement, taxes, major purchases and more
- AI assistance that spots trends, flags opportunities, and automates routine tasks
- Flexible and customizable modules that let you start with the basics and add more capabilities as needed
Our wealth management platform provides the tools to improve efficiency, deepen insights, and future-proof your advisory services.
Common use cases include:
- Proactively identifying client opportunities, like succession planning gaps
- Answering complex client questions, such as balancing major purchases with long-term goals
- Seamlessly handing over client data to retain relationships when advisors transition roles
Your customer benefits
Proactive, personalized advice
Your clients receive tailored, data-driven advice that helps them plan for retirement, make big purchases, or pass on wealth.
Transparency and control
Clients see their full financial picture in real time, with easy-to-understand projections and recommendations.
A more personal touch
Clients receive a more personal service as the platform enables advisors to focus on clients’ goals, with better insights and more time for thoughtful, tailored conversations.
A platform you can trust
Proven results, validated by clients, and delivered with reliability
90.00%
on-time, on-budget delivery
G+D Netcetera has delivered 90% of projects on time and within budget, far exceeding the industry average of 27-30%. Our expertise in regulated environments ensures minimal disruption and maximum reliability.
20.00+
client interviews for market validation
We conducted over 20 in-depth client interviews to validate the platform’s design. This ensures it addresses the real-world needs of relationship managers and UHNW individuals.
170.00+
years in financial services
As part of G+D, we bring 170+ years of financial services expertise to the table. With 30+ years in financial technology and two decades building solutions for the world’s largest private banks, we understand the unique demands of wealth management - delivering Swiss precision and global scalability.
Designed for flexibility and security
A modular solution that integrates seamlessly with your existing systems
Architecture and integration
The platform integrates with your current systems, so you don’t need to replace your existing infrastructure. It unifies the data that matters for advice, providing your advisors with a complete view of each client’s financial situation.
Modules
Start with the basics, like Customer 360, Financial Planning, and Investment plan, and add more modules as your needs grow. The platform is designed to scale with your business, without operational disruption.
Security and compliance
Built with security and compliance at its core, the platform adheres to the highest standards to protect your data and meet regulatory requirements.
FAQs
Can’t find the information you’re looking for? Find the answers below, or get in touch to speak with our team.
Why choose G+D Netcetera?
G+D Netcetera combines deep expertise in wealth management with a proven track record of delivering reliable, high-quality solutions. Our expertise is based not only on industry knowledge, but also on systems that are already used by thousands of advisors in their daily work. This enables us to create solutions that meet the practical needs of modern asset managers.
What makes our solution unique?
Unlike other solutions, our platform focuses on enhancing advisors, not replacing them. It provides a complete client picture, institutional-grade planning tools, and AI-driven insights - all in one connected environment. This enables advisors to deliver proactive, high-quality advice while improving your operational efficiency.
How does the platform integrate with existing systems?
The platform sits on top of your existing systems, unifying the data that matters for advice. It doesn’t replace your current infrastructure but enhances it, providing advisors with instant access to the information they need.
Related resources
Find out more about our Wealth Advisory Platform
Future Proof with Thomas Grüter: Financial advice is personal, digital, and comprehensive
How is the financial advisory landscape changing, and what does the future of banking advice look like? CEO Carsten Wengel and Thomas Grüter discuss it in this episode of Future Proof.
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