Portfolio Management & Financial Advisor
With ever-changing business conditions and increasing competition it is essential to use tools that will allow asset managers and advisors to operate with a reliable system that provides them with sufficient information and security to make the best investment decisions.
Our Front Desk tools are a complete Front-to-Back solution, whose modularity and scalability allow the adaptation to any scenario, it also links perfectly with our Trading, Middle and Back Office systems.
Asset & Portfolio Management
- Portfolio: Natural persons, Legal entities, Own Portfolio, Investment Funds, Pension funds, etc.
- Assets: Equities, Fixed Income, ETDs, ETFs, etc.
- Portfolio rebalancing against a model portfolio or assigning a specific distribution manually.
- Wide range of configurable criteria for automatic adjustments.
- Total traceability and monitoring of operations, from the request until its entry on Back Office.
- Limits and alarms that allow investment decisions to be adjusted to regulatory restrictions or predefined validations.
- Impact simulation on the proposed investment portfolios.
- 4-eyes supervision policies.
Configurable suitability and convenience tests.
Development and management of the Investment Proposals life cycle.
Monitoring and alarms: Notices of defaults and limitations according to investor profile.
Consolidated and detailed information of the client’s wealth.
Trades routing to different Trading Platforms.
Client documentary record (test, proposals, NIF, order forms…).
Operational web access and consultations for final clients.