alerts and portfolio control
with configurable valuation criteria
questionnaires and assignment of risk profiles
aggregated from each financial instrument
model portfolios adjusted to the client’s profile
alerts and portfolio control
with configurable valuation criteria
questionnaires and assignment of risk profiles
aggregated from each financial instrument
model portfolios adjusted to the client’s profile
This application forms part of the SIFOX universe and is capable of interacting with any other system. It performs a structured analysis of the assets portfolio by measuring performance and risk, building portfolios that are adjusted to the client's risk profile.
Multiple business areas, currencies and languages
Business relationships and contact management
Benchmarks
Performance analysis
Restrictions and risk indicators
Automatically executes orders
Responsive front-end that can be used from tablets
Statements: summary, analysis, periodic or occasional
Link to trading platforms: automatic order execution
Commercial hierarchy for portfolio and performance monitoring
