Processus

Vue Globale Famille(s) / Client(s)
  • Bank 1
  • Bank 2
  • Bank 3
  • Bank 4
  • Bank 5
Import
intermediate
formating
SETTINGS:
  • Mapping
  • Transfer mode
  • Planning
  • Errors management
exploitation
transfer
Database
Concept
  • Family Office
  • IAM
  • Trustee
Open interface

 

DESCRIPTION

CONCEPT Processus is an « OPEN INTERFACE ” which saves recapturing bank advice
This solution is reliable and efficient and therefore makes it possible to transfer safely positions and/ or transactions such as cash/securities/investments/Forex/coupons, etc. avoiding risk of error.

 

CONCEPT Processus reflects once again our willingness to rationalized adminis­trative tasks and thus improve productivity and quality of work.
 
This interface can be integrated into many of our solutions

 

BANK

CONCEPT Processus has already been configured for many banks and we would be pleased to provide you with further information about it.

If CONCEPT Processus is not yet adapted to your corresponding banks, our programming service is at your disposal for developing the required links.

The design of CONCEPT Processus allows quick adaptation to new banking software

 

IMPORT

This function allows the conversion of data from a given bank by loading it in the intermediate data base of the Open Interface, a process which can be achieved manually or automatically.