Solution introduction
Designed and developed by The Key
A Swiss made software dedicated to wealth managers and family offices, which really makes your daily activities easier
Efficience – a complete PMS
Efficience is a Portfolio Management System (PMS) software that supports Independent Wealth Managers (IWM) and family offices through their portfolio management. Efficience includes in its solution:
- A CRM module for the management of client data which includes the whole KYC part.
- A portfolio management module including performance calculations, valuations, transaction monitoring, etc.
- A risk management module allowing dynamic monitoring of risk criteria such as strategic limits by asset class or currency, concentration risk, etc. developed at the client, portfolio and transaction level.
- A compliance module including transactional alerts based on client’s risk, cumulative volume, etc.
