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Investment services involves managing investment portfolios, tracking performance, conducting analysis and making informed decisions to optimize returns

    Investment Management Solutions

    Investment Advice

    Investment Advice

    Augmented intelligence empowering human expertise to deliver personalised investment proposals, bringing client relationship to center stage


    Goal Based Advisory

    Defining goals, simulating investment scenarios, generating investment proposals supported by what-if simulations and sharing through web collaboration

    Client Portfolio Optimisation

    Optimised, suitable, personalised investment proposals, constraints management and mass customisation for a large number of customers

    Client Risk Profiling

    Client profiling through IDD, KYC, MiFID questionnaire, financial situation assessment and diagnosis

    Client Reporting

    Overview of portfolio performance, risk, asset allocations, holdings and transaction details

    Advisor Analytics

    Advisor alterts and KPI monitoring with detailed information and drill down dashboard view

    Key benefits

    • Deliver optimised, suitable and personalised investment proposals for a large number of customers
    • Benefit from artificial intelligence, saving times and delivering better QoS
    • Deliver a goals-driven and client-centric advisory process
    • Reduce asset allocation complexity and operational risk
    • Ensure robust methodological approach through an advanced digital advisory experience
    • Monitor investment ideas and improve portfolio quality

    Portfolio Management

    Portfolio Management

    Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution


    Portfolio Management

    Real-time portfolio analysis (single and customer list), alerting, modelling, rebalancing (single and bulk) and monitoring

    Performance Management

    Performance analysis contribution and attribution, performance measurement and benchmarking

    What-if Simulations

    What-if analytics on expected return, absolute and relative risk, drawdown, back and forward testing on proposed rebalancing to support decision making

    Investment Compliance

    Managing investment compliance pre and post trade to address transparency, risk tolerance and regulatory issues, with active alerts and dashboarding

    Key benefits

    • Reduce costs to deliver increased front-office efficiencies
    • Guarantee pro-active compliance by monitoring portfolios and business rules in accordance with the latest regulations
    • Manage risk exposure and volatility effectively and proactively
    • Optimise returns and increase profitability
    • Strongly reduce reputational risk and legal claims by automating compliance checks

    Risk & Compliance


    Full and automatic tax calculation and tax reporting to clients and authorities, according to the tax regulations of several European countries, including full support of German Abgeltungssteuer and Austrian Kest


    Product Taxation

    Full and automatic tax calculation for all products according to the relevant tax regulations, including calculation of Tax lots, FIFO (“Verbrauchsfolge”), LIFO, consideration of all kinds corporate actions for taxation

    Client Taxation

    Administration of tax exemptions (e.g. German FSA, NV) and tax balances (e.g. accumulated losses), classification of clients (e.g. private, different types of corporations, foundations, charities etc.)

    Country-specific Tax reclaims

    Country specific tax tables incl. double taxation agreements, automatic tax reclaim for the following countries: BE*, CH*, DK, FR*, IT, IR, NO, AT, SP*

    Tax Reporting

    Regulatory tax reporting for clients, e.g. individual and yearly tax vouchers (e.g. German Jahressteuerbeschinigung and Erträgnisaufstellung); reporting to authorities, e.g. FATCA, CRS

    Key benefits

    • Reduce risk of tax compliance via full and automatic tax calculations for all products and types of corporate actions
    • Fully support your clients via full administration of tax exemptions and tax balances for private clients or businesses
    • Expand your operations via country-specific tax calculations and reclaims
    • Satisfy clients’ tax reporting needs with a trusted tax reporting solution

    Order Management

    FX & Treasury

    Manage multi portfolio order generation for all type of orders with real-time connectivity and integration with market dealers


    Dealing Desk

    Order workflow management with multi portfolio order generation, allocation, merging

    Order Limits

    Managing all type of orders, restrictions and market limits

    Connectivity to Markets

    Real-time order connectivity through FIX/FIXML/RSP integration with market dealers

    Key benefits

    • Reduce costs by handling large volumes of orders automatically via STP
    • Fully support the business model of the financial institution by adapting to its internal management and partner interaction requirements
    • Cover any client requirement in terms of orders and markets