Banks

in your business.


With our software solution you can optimize your branch office sales operations including sales process, CRM, MiFID regulations, and document management, as well as sales management operations including product management, sales priority management and up-to-date information about sales activities within sales teams. Our software solution also includes integrated reporting interfaces to any analytical tools used, secure communication, and authentication models.

Our solution supports all phases of the sales process from background information gathering and investment advice to proposals, closing deals and audit trails. Tellers and bankers can easily provide accurate advice on investments and find the best solution for the client. To harmonize customer service and enhance usability, our solution supports the multi-channel approach on desktop, mobile or tablet.

We offer:
1 one software platform for investment management
2 the ready availability of your business
3 always the latest release included in monthly fee
4 continuity and security plan
5 additional features and modules as your business grows

Just leave your email address to find out how we could help you.

 

 

Top things to know:
1 Tailor made sales and advice process
2 Product management
3 Client, contact and CRM module
4 Client proposal and documents
5 On demand reporting
6 Audit trail
7 Trade order management
8 Automated BO process with SWIFT messages
More features:
1 Real time position, transaction and performance information
2 Performance analytics
3 Dashboards for summary data at a glance
4 Advanced query and search capabilities
5 Business intelligence reporting capabilities
6 Automated reconciliation of trade information, settlement data, transactions and positions
7 GIPS-compliant composite reporting and maintenance
8 Outsourced reconciliation and data management option

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We work closely with you to find
the best solution for your business.


We make your business always accessible
with every device.


With us you will have an investment management platform that grows with you.


We support you during the deployment and over the years to come. You will have access to our expert consultants, training and online support.


With us you will always have the latest release of the software. Included in the price.