Solution introduction
Fida Workstation was created to meet the needs of private bankers, financial advisors and promoters
Fida Workstation is modular, web-based and responsive
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 optimiser.
Instrument module
Financial utilities such as portfolio and comparison tools, correlation matrix, lists, alerts, investment plans.
Client module
Web-based services to the end client, including portfolio report, financial products spreadsheet, recommendations report, document upload, advisor-client communication app.
