Finance Forum Germany – Bank & IT - Wegbereiter des Wandels
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Performance Reporting

Meets all reporting requirements within a consolidated platform.



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Compliance Monitoring

Continuous rule-based monitoring of investment policies and external compliance requirements.
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Quality
Gate

System-wide, central issue-management supported by a continuous solution process.

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GIPS Performance

GIPS 2010 compliant calculation of performance and attributes at all levels.


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Client Management

360 degree view of all relevant client information allowing active management of client relationships.

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Sales Process

Creation of individual investment proposals and advisory processes with legally compliant protocols.


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