Key Features
A configurable dashboard for each user role
Client management (client onboarding, CRM, document management, compliance management)
Order & transaction processing
Position keeping, evaluation, cost calculations
Asset allocation, profitability, performance and risk analyses
Internally & externally managed assets
Consolidated client and management reporting
Fees management
Automated integration with custodian banks and market data feeds
Multi-tenant capabilities
Financial Planning
Multi-lingual, multi-entity, multi-currency capabilities
Common user experience across all channels and personalisation
Advanced security
Compliance with international and local regulatory requirements
Robo-Advice capability offering full automation
Benefits
First class, enterprise-wide solution meeting diverse needs
Unparalleled client service experience
All the functionality needed in a single, fully integrated platform
Saves time of limited and valuable resources by streamlining processes
Automated integration with custodian and market providers
Unique flexibility (from configuration, to deployment, to pricing options)
Proactiveness to market needs by delivering new products fast
Always available from anywhere at any time
Complete automation throughout