Finspacer enables asset managers, private bankers, and family offices to efficiently create, approve, and share content, leveraging the latest market data. The Finspacer platform combines automated creation of data-rich content, engagement analytics, and specialized industry knowledge into a single, easy-to-use web application.
Upholding Swiss Banking standards, we guarantee your hosted data stays securely within Switzerland. All data, both at rest and in transit, is encrypted ensuring the highest security protocols.
Our reliable Swiss partner, BST Banking Software Training AG, with more than 30 years of experience in advising banks and other financial institutions, guarantees that:
- Your data stays within Switzerland
- Hosting is exclusively in Switzerland
- Support is provided from Switzerland
- Your personal contact is based in Switzerland
Finspacer saves sales teams 70 days of manual work and cuts communication overhead by 90% in just 6 months.
Yesterday's market reports are already history
Relying on manual Microsoft Office processes, many clients face difficulties in maintaining accurate, data-rich sales content. This approach not only limits efficiency but also impacts the quality and consistency of market insights delivered to clients. Consistently delivering high-quality content with the latest market data requires more than manual effort—it requires collaboration, automation, and a centralized library of reusable content.
Finspacer supports those at the heart of asset management, focusing on the essentials to guide the investment process.
- Seamlessly collaborate to create, review & approve RFP responses
- Ensure traceability of every change with revision proof content versioning
- Always access the latest investment policy regulations without version chaos
- Stay prepared with consistent up-to-date content that is always at your fingertip
- Easily present the latest market data & respond to ad-hoc inquiries with confidence
Renate Mittmannsgruber
Head of Institutional Sales
100+
Fund presentations available
70 days
Of manual labor saved
90%
Less communication overhead
A success story — after just 6 months
Our dedication to security, reliability, and keeping promises makes us a partner well beyond the completion of the deal.
Security & Privacy
Finspacer is built with an on-premises-first approach, aligning with strict Swiss Banking standards and supporting deployment in high-security, air-gapped environments. For smaller setups, we also offer hosting in an ISO-certified Swiss datacenter. Regular security audits and external penetration tests are key to our operations, guaranteeing our commitment to top-tier security.
Solution, Not Just A Product
We recognize that asset management sales teams need practical, tailored solutions, not just software. That’s why we collaborate with you to find the best approach for your unique needs. We value long-term partnerships and provide exceptional support well beyond your purchase. Our support connects you with real experts who genuinely care about your success.