CONCEPT Independent Asset Managers has been specially designed to meet the needs of independent asset managers. Depending on your activity it will be available in two different configurations: Without Back Office : Only portfolios positions are then taken up (imported automatically or manually captured) […]
Learn more: CONCEPT Processus Front office Back Office Consolidation of Portfolio Custom Reporting Assets allocation Control of banking fees XRM / CRM ( client information, Compliance) Compliance LBA-AML Management of document (possibility to interface DMS system) Invoicing
Learn more : CONCEPT Processus Front office Back Office Consolidation of Portfolio Custom Reporting Assets allocation XRM / CRM ( client information, Compliance) Compliance LBA-AML Management of document (possibility to interface DMS system) Invoicing
