Big Data Analytics

Automated storage, analysis and visualization of large amounts of data to improve management decisions.

Order Management

Collection, bundling and forwarding of securities orders from various processes and order book.

Compliance Management

Workflow for monitoring compliance rules with problem-solving processes and automatic warning and escalation mechanisms.

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.