CONCEPT Broker Integrated solution for the brokerage activity CONCEPT Broker+ An integrated solution for the brokerage and assets management activities
Category: Non classé
Multi Family Office for Banks
Lear more : CONCEPT Processus Front office Treasury Back Office / Securities accounting Financial accounting Management of other assets Consolidation of assets Custom Reporting Assets allocation Control of banking fees XRM / CRM ( client information, Compliance)
Platform for manager wishing to regroup
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