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Asset Management Software

Asset management software for banking institutions, asset managers, private bankers, compliance officers, back office staff of financial companies consists of a series of functions combined with the various phases of the investment acquisition and collection process, supporting the entire operational cycle of wealth management services.

Products

DEUSTECHNOLOGY
PLAT@ONE
ADVISOR COMPENSATION & AUDIT OBJECTWAY
BPAAS OBJECTWAY
CLIENT ONBOARDING OBJECTWAY
GUARDIAN – Back & Middle Office e Amministrazione
GUARDIAN – Calculate Commissions, Invoicing, and Profitability
GUARDIAN – Connessione 60 Banche Depositarie
GUARDIAN –Swiss Rev
GUARDIAN – Financial Advisory
GUARDIAN – Gestione Anagrafiche & CRM
GUARDIAN – Portfolio Management
GUARDIAN – Management Company
GUARDIAN – Digital Onboarding and Contract Management
GUARDIAN – Order Routing
GUARDIAN – Automated Reporting and Report Generator
GUARDIAN – Risk Management & Compliance
GUARDIAN – Regulatory Reporting and Fiscality
GUARDIAN – Web App for Advisors, Relationship Managers and Customers
GUARDIAN – Web App for Family Members
INVESTMENT ADVISORY OBJECTWAY
PORTAL & APPS OBJECTWAY
PORTFOLIO MANAGEMENT OBJECTWAY
SECURITIES BACK-OFFICE OBJECTWAY
SyReoco Sydema

Software

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