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Global Asset Management Solution in SaaS - Wealth Management and Portfolios

Regular price €8.000,00 EUR
Regular price Sale price €8.000,00 EUR
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A global and integrated solution for asset management: PMS system and its basket of exclusive products:

An asset management software package (PMS) accessible in SaaS mode that addresses the lack of tools dedicated to small, medium and large structures

+ A basket of exclusive products (financial investments, technologies, real estate, etc.) of the Global Group in partnership with the various companies of the Group

= A comprehensive and scalable solution for the management of customer portfolios to manage risk and improve customer relations and be up to date on the latest products on the market :)

The SaaS system - a Global Bankchain product : ADVANTAGES

  • Portfolio management and collective management (multi-custodian, multi-currency)
  • A basket of exclusive products from the Global Group
  • Model portfolios
  • Consolidation of accounts
  • Preparation for invoicing
  • Speed of deployment
  • Ease of interfacing with custodians and data providers
  • SaaS mode
  • lexible and configurable use
  • AMF compliance
  • Detailed audit Risk management
  • MIFID reporting
  • Financial reporting
  • Possibility to customize the summary screens
  • Data extraction in Excel format
  • Transparency 

Industrialize your processes and benefit from exclusive products

  • Replace your tools with a single application respecting the standards
  • Harmonize your management operations
  • Share business flows
  • Master the roles of actors while respecting the workflow of actions
  • Adapt your communication by simply producing tailor-made customer reports

Support your growth

  • Provide solutions to your needs
  • Provide an offer of exclusive products in the 5 sectors of the Global Group
  • Provide user support

Control your management data

  • Centralize information
  • Back up your data
  • Plan a recovery plan
  • Audit user actions

Develop your business

  • Optimize your productivity
  • Improve your profitability
  • Perfect your daily life In



- 3-5 Users: 8000 Euros excl. VAT per month
- Additional standard user: 1500 Euros
- Implementation of our tool: between 2 and 4 weeks on average.

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