Portfolio Management Software

Software systems for the management, optimization and dynamic review of portfolios, based on the parameters defined centrally or specified by the individual user, are able to administer all the banking problems connected to the management of the commercial portfolio from the point of view of the creditor, making effective tools available to both branches and the back office.

Here is a list of the portfolio management software.

Products

EFFE

Factoring & Confirming

K4F – Key For Factoring

Panda for UTP & NPL

Advisor Compensation & Audit Objectway

Armundia 3SIXTY / BANCASSURANCE

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

Investment Advisory Objectway

Portfolio Management Objectway

Portfolio Management Software

Products

Our topVendors Company

Hardware

Software

Service

Fintech & Insurtech

Our topVendors Company

Hardware

Software

Service

Fintech & Insurtech