For independent asset managers, family offices, fund & asset managers, banks, securities traders and more...
One single Web integrated software solution that covers always more of your business needs going from compliance, regulatory, portfolio management system, client side reporting and e-access.
Intuitive user experience, rich & performing functionalities, easy & transparent pricing model.
Onboarding & KYC/CRM, documentation profile checks, AML checks & name checks connectors, risk profiling, MiFID II, MiFIR, advisory workflow & reports, meeting & call reports
Multi-custodian consolidations, more than 40 custodian connectors, risk strategy constraints, performance & benchmaks attributions, non-financial assets, fund look-through
Simple single entry screen, all instrument types, pre/post trade checks, model rebalancing, bulk order proposal, hedging tools
Mobile Tailor made reporting, secured eBanking access, client accounting, secured mailbox
Admin & back office
Management & Performance fees invoicing, market data & prices connectors, retrocessions tool, clients profitability, external fee analysis
Full front/middle/back-office platform, advices, general ledger, balance sheet, P&L and Forex positions, nostro accounting
You focus on your business, we focus on the IT platform & solution
Easy pricing model
One single all-inclusive monthly fee.
Setup & implementation
Customisation, White labeled, a professional local team, training & helpdesk included.
No hardware investments
Platform provided in SaaS mode (Software as a Service) on TeamWork servers. On premises setup also available upon client request.
IT management by TeamWork
Security, maintenance, backups, failover
All new versions and new functionalities included.
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