Private wealth managers have seen their profession deeply impacted by market volatility, continuous regulatory constraints and increased pressure on costs and fees. The way that individuals approach wealth management has greatly evolved, and institutions need to take into account their clients’ expectations for a holistic approach to managing their wealth that comprises overall life goals and long-term plans.

OLYMPIC Banking System’s Portfolio Management System offers the functions required to enable portfolios managers to provide high-value-added services to their clients: a seamless client experience, sharing in-depth analyses to facilitate informed decision-making and generate transactions.

Lower operating costs
Fully integrated, streamlined processes using a single source of data are driving automation at scale and enable portfolio or relationship managers to focus on what is most important: client satisfaction.

Integrated agility
The Portfolio Management System is fully integrated with the core banking platform and easily interfaces with satellite solutions, allowing end-to-end traceability. Access information with no data replication, thereby avoiding reconciliation and discrepancies from front to back.

Real-time portfolio valuations
Portfolios are evaluated in real time based on market prices and currency rates, allowing monitoring of unrealised profit or loss on positions. Valuations can be customised according to the user’s needs: by asset class, maturity, currency, sector, country or fund composition.

Smart workflows
Simplified data restitution and aggregation through clear and structured dashboards facilitate well-informed decision-making.