Business introduction
Founded in 1990, EFFECT is a leading provider of integrated IT solutions for investment management, serving banks, asset managers, mutual funds, and investment companies in Greece and Cyprus
Its flagship platform FIN/S web offers a unified system covering private banking, wealth and asset management, fund management, administration and TA, pension funds, custody, brokerage, family office, and robo advisory
To further enhance the digital journey, EFFECT provides a state-of-the-art Investor Portal and Mobile App, ensuring secure and seamless client access anytime, anywhere.
Powered by a robust workflow engine and rich API ecosystem, EFFECT enables institutions to streamline operations, strengthen relationships, and achieve sustainable growth.
With advanced technology and a highly specialized team, EFFECT consistently drives innovation, client success, and operational excellence.
EFFECT Solutions
FIN/S Asset Management
FIN/S for Asset Management includes an advanced risk management module to measure the most popular risk indices, combined with portfolio analytics such as performance contribution and attribution, and solutions for any front to back office needs. ...
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
FIN/S Brokerage
Now, you have the chance to monitor all foreign exchange and derivative positions of clients in real time, within one integrated platform. ...
business needs
view solutionFIN/S Custody
FIN/S Custody module with the modern built-in Workflow configurator supports the automatic processing of transactions, corporate actions and general meetings, the processing of the related SWIFT incoming and outgoing messages, safekeeping of financial instruments, reconciliation with custodian banks and counterparties, fees and taxation without the need of additional interfaces and......
business needs
view solutionFIN/S Depositary Services
With its built-in Workflow configurator, FIN/S allows for setting up workflows in order to monitor all relevant actions for safekeeping of assets, cash flow monitoring and overseeing the operation of the fund, as well as the compliance with AIFMD and fund specific rules. ...
business needs
view solutionFIN/S Family Offices
It also calculates aggregated performance, and monitors P&L and asset allocation. With the built-in Interface configurator, it supports interfaces with all corresponding banks and counterparties so as to offer a consolidated view of family office portfolios and assets. ...
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
FIN/S Fund Management, Administration & TA
Along with the accounting management module, FIN/S provides a holistic solution for fund managers, fund administrators, pension funds and insurance companies. ...
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
FIN/S Private Banking & Wealth Management
Secure and reliable, compliant to regulations (MiFID II, GDPR etc.), with a modern built-in Client Relationship Management module and a flexible Workflow configurator for the optimization of business flows, FIN/S provides state-of-the-art technology to allow financial institutions increasing their client service capabilities, reducing costs, and generating additional revenue. ...
business needs
- Client Engagement & Management
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
FIN/S Robo Advisor
Features such as: Client onboarding Information from prospects Regulatory classification and identification of investor type Defining an investment strategy Portfolio configuration ...
