Solution introduction
The single, comprehensive software solution for all aspects of customer account and asset management
advisory.desk represents a comprehensive tool for addressing the challenges of steadily increasing demands and stricter regulations by governmental supervisory authorities
Why advisory.desk?
- It is a platform for bank-independent portfolio administration, reporting, CRM allocation
- control, and archiving
- Location independent
- Full integration of numas services (Plattform
- for electronic banking interfaces, transaction
- processing, reconciliation aso.)
- The first all-in-one platform for asset managers
- No IT infrastructure and expertise is necessary,
- since the platform is operated by us
- The platform meets current requirements and
- trends with respect to transparency, cost reduction, and simplification and automation of
- procedures and processes (FIDLEG, MIFID-II)
Advantages
- Consolidation of multi-bank portfolios
- Comprehensive MIS and analytical features
- for company management
- Standard reporting in the financial services
- provider’s CD
- No physical storage of paper documents;
- automated document recognition and processing; simpler and faster document search
- Simple, standard user interface and operation
- Multiple languages
