Solution introduction
Wealth management solutions & connectivity services - ready to go!
Your key to the future of investment management
Ready-to-use portfolio management tool - fully pre-defined and operational portfolio management environment at very competitive rates.
It particularly includes:
- Complete CRM functionality - All functions related to the successful fulfillment of an asset manager's core business: professional service for the clients.
- Full PMS, including asset consolidation & reconciliation - Integration and consolidation of up to 3 banks in the basic package.
- The basic package includes 3 users and can be flexibly expanded in terms of functionalities and scope.
