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BANKS

Advisor process at the digital frontier, empowering human governance with augmented intelligence through a fluid and omni-channel customer journey

Deliver an enjoyable client experience throughout the entire customer life-cycle in an effective and seamless way

DIGITAL COLLABORATION

Offer to your clients an omni-channel and omni-device client journey, enabling real-time remote collaboration

Advisor & Investor Portal

CLIENT ONBOARDING

Implement a fully paperless investment service for both customer onboarding and customer servicing, including electronic signature

Client Lifecycle Management & Onboarding

ADVISOR DASHBOARD

Deliver to your advisors an integrated platform providing dashboards and a 360° client view that automates information delivery and provides actionable insights

Advisor & Investor Portal

Leverage augmented intelligence to empower human expertise, bringing client relationship to center stage

HYBRID ADVISORY

Enhance advisory process combining digital and human interaction, delivering a goals-driven and client-centric advisory process across the firm

Digital Investment Advisory

PORTFOLIO OPTIMIZATION

Deliver in a click an optimised, suitable and personalised portoflio, appropriate for any customer needs

Performance, Risk & Compliance

MASS CUSTOMIZATION

Deliver in a click an optimised proposal that is suitable and appropriate for the customer

Digital Investment Advisory

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

PORTFOLIO MANAGEMENT

Successfully execute investment decisions thanks to the best of breed portfolio management system and deliver exceptional services to your clients

Portfolio Mgmt & Trading

RISK MGMT & ALGORITHMS

Business and operational support to enable risk analysis leveraging on a consistent database and widely used market algorithms

Performance, Risk & Compliance

ORDER MANAGEMENT

Leverage online trading and order management, real-time connectivity and direct link to markets

Portfolio Mgmt & Trading

Streamline and easy administrate revenues, compensation and compliance of your sales network

ADVISOR COMPENSATION

Manage complex fee structures, commission policies and incentive programs with a centralised and error free billing process

Advisor Compensation & Audit

ADVISOR AUDIT

Monitor and intercept of potential irregularities in sales organisation that could bring operational risks, financial losses and reputation damage

Advisor Compensation & Audit

Maximize productivity via straight through workflows and seamless administration processes

SECURITIES BACK-OFFICE

Increase efficiency and enable scalability with an international solution that meet any securities back-office needs

Securities Back-Office

ACCOUNTING & REGULATION

Focus on core business by automating accouting activities and centralising compliance checks

Securities Back-Office

Engage your Clients

Deliver an enjoyable client experience throughout the entire customer life-cycle in an effective and seamless way

DIGITAL COLLABORATION

Offer to your clients an omni-channel and omni-device client journey, enabling real-time remote collaboration

Advisor & Investor Portal

ADVISOR DASHBOARD

Deliver to your advisors an integrated platform providing dashboards and a 360° client view that automates information delivery and provides actionable insights

Advisor & Investor Portal

CLIENT ONBOARDING

Implement a fully paperless investment service for both customer onboarding and customer servicing, including electronic signature

Client Lifecycle Management & Onboarding

Empower Advisory

Leverage augmented intelligence to empower human expertise, bringing client relationship to center stage

HYBRID ADVISORY

Enhance advisory process combining digital and human interaction, delivering a goals-driven and client-centric advisory process across the firm

Digital Investment Advisory

MASS CUSTOMIZATION

Deliver in a click an optimised proposal that is suitable and appropriate for the customer

Digital Investment Advisory

PORTFOLIO OPTIMIZATION

Deliver in a click an optimised, suitable and personalised portoflio, appropriate for any customer needs

Performance, Risk & Compliance

Deliver Portfolio Performance

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

PORTFOLIO MANAGEMENT

Successfully execute investment decisions thanks to the best of breed portfolio management system and deliver exceptional services to your clients

Portfolio Mgmt & Trading

ORDER MANAGEMENT

Leverage online trading and order management, real-time connectivity and direct link to markets

Portfolio Mgmt & Trading

RISK MGMT & ALGORTITHMS

Business and operational support to enable risk analysis leveraging on a consistent database and widely used market algorithms

Performance, Risk & Compliance

Manage Sales Network

Streamline and easy administrate revenues, compensation and compliance of your sales network

ADVISOR COMPENSATION

Manage complex fee structures, commission policies and incentive programs with a centralised and error free billing process

Advisor Compensation & Audit

ADVISOR AUDIT

Monitor and intercept of potential irregularities in sales organisation that could bring operational risks, financial losses and reputation damage

Advisor Compensation & Audit

Streamline Processes

Maximize productivity via straight through workflows and seamless administration processes

SECURITIES BACK-OFFICE

Increase efficiency and enable scalability with an international solution that meet any securities back-office needs

 Securities Back-Office

ACCOUNTING & REGULATION

Focus on core business by automating accouting activities and centralising compliance checks

Securities Back-Office