Global Asset Management Solution in SaaS - Wealth Management and Portfolios

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

NOTES:

- 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.