Front Office

Take your Front Office to the next level with online & mobile FA


Our customer relationship management (CRM) module has the capacity to keep a record of communications and sales process with the client. Our CRM functionality enables you to view essential parameters and metrics such as client details, tax rules, client transactions and bank account information. You’ll also achieve portfolio overview, overview of performance measurement figures and compliance limit exposure. The solution is fully integrated with Trade Order management and all other features.

For front office users we deliver the best-of breed capabilities as an integrated enterprise solution or stand-alone solution. With us you get automated front office workflows and task management with real time position and transaction view.

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

Front office in asset management

Our platform is the central analysis and decision-support platform that is designed especially for portfolio managers covering a wide range of asset classes and instrument types. Our asset management software includes intuitive position analysis and investment-simulation capabilities with risk and performance metrics seamlessly integrated into simulations and strategies. We stand ready to help you to realise your growth ambitions.

The solution reduces your operational risk, allows efficient and timely generation of strategies and supports multiple investment processes, strategies, asset classes, and management tasks – all on a single platform. These factors help you to strengthen your competitive advantage.

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

 


 
Top things to know:
1 Online & mobile access
2 View client situation and report on demand whenever – where-ever
3 Integrated sales process with the set of MiFiD rules
4 Track and manage client interactions and related metrics
5 Create new client accounts and portfolios
6 Integrated sales and activity reporting
7 Get an overview of client interactions
8 Single sign on (SSO)
More features:
1 Integrated CRM module with client and investor data
2 Real time position, transaction and performance information
3 Performance analytics
4 Dashboards for summary data at a glance
5 Advanced query and search capabilities
6 Business intelligence reporting capabilities
7 Automated reconciliation of trade information, settlement data, transactions and positions
8 GIPS-compliant composite reporting and maintenance
9 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.