Advisor Online
iPad / Finance
Advisor Online is an application for Asset Managers, Private Bankers, Family Offices which is a combination of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Investment Proposals, Business Intelligence).
-It is a Wealth Management tool that tracks hardware assets and software assets by collecting inventory, financial and contractual information.
-It helps asset managers plan the portfolio, holdings and instrument synchronization according to the organizational needs. It delivers a superior user experience in the cloud by providing quick insights into what is used across a network by tracing different assets.
-It offers a centralized asset database along with world-class customer support and secure access to your asset management system.
Quoi de neuf dans la dernière version ?
-Asset allocation, performance and contribution optimization.
