Descrizione banche? Da togliere?
Descrizione banche? Da togliere?
Descrizione banche? Da togliere?
Descrizione banche? Da togliere?
Descrizione banche? Da togliere?
SiGPM is the SiGRADE application that enables to collect asset management subscriptions and to provide customers with information about status and performance of their own portfolio.
SiGPM creates a link between the financial institution and companies that provide asset management service.
Main Functions
• In case customer portfolio management is managed by a third party asset management company, SiGPM allows private banking offices to manage the front-office operations (position opening, deposits, withdrawals and switches) in a dynamic and flexible way.
• They can work with explicit amounts or allocation percentages.
• They can run adequacy controls of portfolio composition at any time.
• Full custom portfolio allocation is supported, too.
• Cash and securities deposits are fully managed.
• Management fees can be linked to every asset management product or agreed upon with customers when signing initial contracts
Advantages
• The application can provide all relevant information communicated by asset managers (E.g. returns, portfolio composition, etc.)
• Portfolio composition and performance are daily updated
• Portfolio composition and performance are available online at any time