SIFOX Asset Management

Answer to the different facets of portfolio management, with Banks and Asset Managers as its main target groups.
FUNCTIONALITIES AND BENEFITS
Dashboard

warnings and portfolio control

Portfolio

with configurable valuation criteria

Client Profiles

client surveys and risk profiles assignment

Profitability

aggregated from each financial instrument

Investment Recommendations

portfolios models adjusted to client profiles

Dashboard

warnings and portfolio control

Portfolio

with configurable valuation criteria

Client Profiles

client surveys and risk profiles assignment

Profitability

aggregated from each financial instrument

Investment Recommendations

portfolios models adjusted to client profiles

MAIN FUNCTIONALITY

Integrated in the SIFOX universe and capable of interacting with any other system, this application performs a structured analysis of the asset portfolio using performance and risk measures, building portfolios adjusted to the risk profile. Its scoring system also allows a quick identification of situations requiring urgent inquiry, issuing several warnings which will then give rise to a more thorough investigation.

OTHER FUNCTIONALITIES

Multiple business areas, currencies and languages

Business relationships and contact management

Benchmarks

Performance analysis

Restrictions and risk indicators

Automatic order execution

Front-end responsive, allowing its use through mobile devices

Extracts: concise and analytical, obtained instantly or at regular time intervals

Link to trading platforms: automatic order execution

Commercial hierarchy for portfolio and performance control

DETAILED INFORMATION
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