Solution introduction
It is a single, integrated platform, relying on a single database, from Front to back and across all asset class, giving them the tools they need to make better and smarter investment decisions
SOLIAM provides you with a single Core Solution for real-time overview of your investments
- A single core solution for real-time overview of the client’s investments
- A Multi-Custodian and Multi-Account keeping software enabling a comprehensive front-to-middle process management, for wealth managers, private bankers and family offices
- A unique turnkey solution for position-keeping and financial decisions, dedicated to wealth management specific needs: advisory and/or discretionary processes, fiscal allowances (life insurance, equity savings plans, securities accounts etc.), wide selection of financial instruments (UCITS, derivatives, active Equities etc.)
- An up-to-date MIFID II compliant solution
