Business introduction
FIDA's mission is to meet the needs of private bankers, financial advisors and promoters
For over 35 years FIDA has been a point of reference for companies and professionals looking for precise, reliable and updated data and software systems for financial advice
FIDA workstation and proprietary data feed solutions cover Funds, ETF, bonds, equities and ESG analysis. They are both modular and responsive.
With over 150 institutional clients across Europe and a team of 45 qualified professionals located in Turin, Milan, Varese and Paris, FIDA's team offers versatile solutions organized around 3 pillars :
- Platforms and FinTech solutions for digital private banking and financial investment.
- Data feed tailor-made solutions for our clients' tools.
- Analytical services for risk calculation, portfolio lookthrough and ESG analysis.
FIDA Solutions
Fida Workstation
Fida Workstation modules available include: CRM module Customer master data, diary, communications and webinar tools, customer meeting report, document filing. MIFID module Multivariate customer profiling, customer adequacy calculations, and highest-level in-depth monitoring of portfolio data. Model Portfolios module Gallery of administrable model portfolios, filterable by type, objectives and target market. Portfolio module Account aggregator, portfolio analysis, simulator and......
business needs
view solutionFunds Datafeed
The service is customisable. All clients can define tailor-made solutions for tools, contents and updating methods that fit their own needs and uses. Through a dedicated team, FIDA ensures constant supervision of accuracy in databases - daily NAV, historic series, static data, MIFID 2/PRIIPS reports (EMT/EPT), asset allocation breakdown -......
business needs
view solutionResearch & Analytics
Including: Portfolio performance and risk analysis Model portfolio Rating data ESG analysis Compliance services Portfolio look-through analysis ...
business needs
- Data Feeds & Information Sources
- Financial Markets Research & Analysis
- Market Analysis, Understanding & Sizing
