Key Features
360° client view that enables successful relationship monitoring and management
Client profiling and document management supported by KYC processes and extensive CRM tools
Complete coverage of traditional banking and global investment products, including alternative investments
Full credit and collateral management including Lombard loans, fiduciary accounts, credit cards and credit limit management
Complete support for any kind of investments’ and payments’ operations
Strategic and tactical asset allocation modeling with rebalancing and automatic order generation
GIPS compliant performance measurement tools, including contribution and attribution analysis
Powerful risk management capabilities covering all risks (Credit, Market, Operational) including VaR for Market Risk, and a comprehensive stress testing framework
Online compliance environment and risk controls covering MIFID, AML, FATCA, etc
True Straight Through Processing (STP) for all accounts and investments operations
Real-time booking, balance and P&L, including G/L entry creation under multiple accounting schemes allowing concurrent reporting
Personalised client reports and powerful MIS reporting environment
24/7 access from mobile devices and the web
Benefits
Integrated solution to provide comprehensive private banking services
Reliable, secure and streamlined operations
Scalable platform which can adjust to business requirements
Exceptional customer experience with personalised reporting and 24/7 access
Operational cost reduction through automations and connectivity options
Risk aversion with its powerful compliance functionality