Experience the Awarded EFFECT
Vision
EFFECT’s vision is to contribute radically in modernization and development of its clients, providing high quality of services and state-of-the-art integrated solutions.
EFFECT believes in long-term relationships of confidence and collaboration with its clients’ and the heart of its operations is the satisfaction and contentment of their needs.
At EFFECT, we also strive for comprising a durable link between new technology and our clients, supporting them to reach the peak of the field they are active in.
Different editions of FIN/S offer ready and comprehensive solutions for the following operations within the financial industry: Private Banking & Wealth Management Asset Management Robo Advisory Investment Funds Management (UCITS, AIFS) Depositary Services Custody Services Family Offices Brokerage Services Based on an embedded workflow builder, FIN/S helps organizations configure their own workflows according to their principles, culture and experience......
EFFECT FIN/S app provides all the information required in a simple, fast and secure way, without any need for action from the investment organization. Why is EFFECT FIN/S app different? Enables users to be self-sufficient via an easy to use environment. Enhances end-user experience via native clients approach. Provides a fully secure environment. Empowers mass......
Features such as: Client Onboarding Information from Prospects Regulatory Classification & Investor Type Identification Investment Strategy Definition Portfolio Configuration ...