Order Management
Collection, bundling and forwarding of securities orders from various processes and order book.
Legally Compliant Advice
User-friendly processes for customer-centric investment advice and PIB management in line with all regulatory requirements.
Portfolio Management
Detailed asset analysis, monitoring of portfolio rules, development of investment strategies. Management of model portfolios.
Client Management
Onboarding process with analysis of all relevant customer data, overall portfolio, potential and prospect management.