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An integrated solution, adjustable, offering many
options and allowing an appropriate configuration
of the product to meet your needs.
The product can be linked to CONCEPT
Processus, an interface with banking systems,
automating the processing of transactions.
It offers a great number of analysis by customers,
companies, portfolios, types of security and countries,
as well as calculation of performances.
It makes it possible to define standard portfolios
according to the investment policy chosen by the
customer or defined by a management agreement.
In order to conform to the requirements of AML
, it also offers the options of:
There is a simplified version of CONCEPT Portfolio,
including securities accounting instead of portfolio
management. This product is especially designed
for trust companies and third party managers in
facilitating the consolidation of portfolios deposited
in several banks.
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