PORTFOLIO VALUATION AND INVESTMENT ADVISORY SERVICES
The ObjectWay Financial Suite platform optimizes MiFID compliant advisory services. Support for advisory services is provided by OFS Advice - Portfolio and ObjectWay OFS Advice - Compliance & Suitability.
Even though these solutions are closely interrelated through the sharing of common data and functions, they can each be used on a stand-alone basis
An integral component of the ObjectWay Financial Suite that provides financial institutions with full navigation services, thorough analysis and reporting of the risks and returns of client portfolios.
The solution comprises the following modules:
OFS Advice - Portfolio provides up to date information to advisors (portfolio managers, tied agents, bank consultants, private bankers and relationship managers) and their managers on:
The solution’s prime advantages are its ease of use, the wealth of information supplied, the ability to adapt analyses and customize report formats. The benefit for the end-customer is the ability to obtain extensive information tailored to the client’s investment portfolio.
A tool used by financial institutions to input and manage clients’ data to assure the suitability and appropriateness of transactions that have been requested or recommended.
OFS Advice - Compliance & Suitability Engine meets the needs of financial institutions because it permits:
This module serves as the basis for:
WHO & WHAT
CREDIT AGRICOLE ASSET MANAGEMENT
Credit Agricole Asset Management SGR (AMUNDI), with more than € 17.3 billion in assets under management, is a joint venture of Crédit Agricole and Société Générale, one of the world’s top ten banking groups.
AMUNDI uses OFS Back Office and OFS eXimius Portfolio Manager (GPMET) to support discretionary portfolio management for its private and institutional clients.
AMUNDI has selected ObjectWay SaaS mode which it has used in Italy since 2007.
Duemme SGR is the asset management company of the Banca Esperia Group. The firm uses OFS eXimius Portfolio Manager - IPM, provided by the Kedrios outsourcing service centre, to support all Duemme private and institutional client managers.
MC GESTIONI SGR
MC Gestioni SGR, a Banca Sara Group company repeatedly awarded as a distinguished Italian asset management firm, selected the OFS Back Office to support its middle and back office activities in discretionary asset management.
The software is run on a Microsoft Windows platform and copes with millions of portfolio rebalancing transactions per year, generated by MCG quantitative asset management models.