Private Banking & Financial Advisory

Fida Workstation and its various configurations was created to meet needs of private bankers, financial advisors and financial advisors. Modular, web based, responsive: Fida Workstation allows navigation between tens of thousands of financial instruments and indices, their selection and analysis, accountability of portfolios and simulators, the creation of model portfolios and, thanks to its advanced analysis tools, portfolios optimizations. Workstation is has possibility of integration: integrable in a banking environment, integrable with open banking platforms and even stand alone.



Model Portfolio Delivery

Workstation is designed to allow the advisory desk offices to build and load model portfolios and then distribute them to the network of bankers and advisors. The platform has an engine for the correct association of the profile of the investor customer with the model portfolio target market. The portfolio allocation and rebalancing engines allows the user with minimal time commitment to produce a list of recommendations to be made to make the customer's portfolio consistent with the model portfolio and, above all compliant with his multivariate profile. Every engine can be shut down in case of integration with legacy systems.

Private Banking & Financial Advisory

Fida Workstation and its various configurations was created to meet needs of private bankers, financial advisors and financial advisors. Modular, web based, responsive: Fida Workstation allows navigation between tens of thousands of financial instruments and indices, their selection and analysis, accountability of portfolios and simulators, the creation of model portfolios and, thanks to its advanced analysis tools, portfolios optimizations. Workstation is has possibility of integration: integrable in a banking environment, integrable with open banking platforms and even stand alone.

Model Portfolio Delivery

Workstation is designed to allow the advisory desk offices to build and load model portfolios and then distribute them to the network of bankers and advisors. The platform has an engine for the correct association of the profile of the investor customer with the model portfolio target market. The portfolio allocation and rebalancing engines allow the user with minimal time commitment to produce a list of recommendations to be made to make the customer's portfolio consistent with the model portfolio and, above all compliant with his multivariate profile. Every engine can be shut down in case of integration with legacy systems.

Private Banking & Financial Advisory

Fida Workstation and its various configurations was created to meet needs of private bankers, financial advisors and financial advisors. Modular, web based, responsive: Fida Workstation allows navigation between tens of thousands of financial instruments and indices, their selection and analysis, accountability of portfolios and simulators, the creation of model portfolios and, thanks to its advanced analysis tools, portfolios optimizations. Workstation is has possibility of integration: integrable in a banking environment, integrable with open banking platforms and even stand alone.

Model Portfolio Delivery

Workstation is designed to allow the advisory desk offices to build and load model portfolios and then distribute them to the network of bankers and advisors. The platform has an engine for the correct association of the profile of the investor customer with the model portfolio target market. The portfolio allocation and rebalancing engines allow the user with minimal time commitment to produce a list of recommendations to be made to make the customer's portfolio consistent with the model portfolio and, above all compliant with his multivariate profile. Every engine can be shut down in case of integration with legacy systems.

 

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