Portfolio Management


An integrated solution, adjustable, offering many options and allowing an appropriate configuration of the product to meet your needs.

It offers a great numbers of analysis by customers, currencies, securities types, countries etc.

Some other options which can be added are:

  • Management of fix deposit, fiduciary deposit, loans and borrowings
  • Management of FOREX (Spot, Forward, Swap)
  • Operations on Futures
  • Management of coupons and dividends
  • Performances
  • Possibilities of take in account outstanding transactions in the valuations  / portfolio analysis
  • Performances calculations

In order to conform to the requirements of AML , it also offers the options of COMPLIANCE/LBA