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Brokerage Company Management

Software
Leggi in Italiano

 The software for the management of stockbrokerage companies includes the commercial, administrative and marketing coordination of the financial services provided to customers and the management of the commissions accrued by the sales network agents

Products

Armundia 3SIXTY / ADVISORY
Armundia 3SIXTY / PORTFOLIO
Armundia FamilyWealth
Armundia PLACEPRO
GUARDIAN – Back & Middle Office and Administration
GUARDIAN – Calculate Commissions, Invoicing, and Profitability
GUARDIAN – Connection to 60 Custodian Banks
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
LAWEB360

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