Investment and Asset Management
Digital Ecosystem for Investment and Wealth Services
Do you want a comprehensive solution that boosts your efficiency and gives your clients a better user experience?
Integrated Investment Services
Our solution connects investment banking, portfolio management, and wealth management into a single digital ecosystem. We support both retail and private clients – from everyday investing to sophisticated strategies for asset and wealth management.
AI and Personalized Recommendations
We natively leverage artificial intelligence for market data analysis and forecasting. Personalized recommendations improve decision-making accuracy and service value, enabling banks and advisory teams to serve clients more efficiently.
Investment Lifecycle Support
The solution covers trading on capital and commodity markets, fund management, market data processing, and execution of corporate actions. Clients gain transparent insights, while advisors are equipped with tools for targeted and high-value services.
Process Automation and Efficiency
Our project experience allows us to automate processes, reduce risks, and accelerate client servicing — through ready-made integrations, system customization, or bespoke development. We always prioritize quality, security, and long-term sustainability.
Solutions We Can Help You With
Financial Markets
- Market Data Terminals (Reuters, Bloomberg) – Access to real-time market data, financial news, and analyses for fast and reliable investment decisions.
- Trading Platforms – Support for direct trading in equities, bonds, derivatives, and commodities across global and specialized markets.
- Market Data Integration – Connection to data providers and real-time processing for analytical and decision-making systems.
- Automated Trading Strategies – Support for algorithmic trading and risk management using predefined models and rules.
- Reporting and Compliance – Generation of regulatory and internal reports based on consolidated data from trading systems.
Commodity Exchanges
- Market Data Processing – Analysis of price and volume information to support trading strategies.
- Time Series Modeling – Working with historical data and forecasts to aid decision-making.
- Netting and Clearing – Consolidation of trades and position settlements for more efficient portfolio management.
- Settlement Processes – Ensuring accurate and secure settlement of trading transactions.
- Trading Deviations – Specialized support for energy and other commodity markets where managing supply and consumption deviations is essential.
Investment Advisory
- Investment Configurator – Tool for creating investment plans based on client goals and risk profile.
- Model Portfolios – Predefined investment strategies for different client segments and risk levels.
- Specific Insights – Access to market data, analyses, and recommendations for personalized decision-making.
- Regulatory Compliance – Integrated support to ensure adherence to all mandatory regulatory and legal requirements.
Portfolio Management
- Order Execution – Fast and secure processing of client trade instructions.
- Investment Account Management – Full management of accounts, including balances, transactions, and trade history.
- Portfolio Reporting – Clear insights into investment performance, returns, and risks.
- On-Demand Operations – Flexible handling of client changes, transfers, or special transactions.
- Regulatory Operations – Complete support for mandatory processes required by regulatory framework.
Investment Portfolio Management
- Model Plan Management – Support for long-term strategies and model investment portfolios.
- Locking in Returns – Tools to secure achieved returns and protect client investments.
- Insurance Product Management – Integration of the investment components with insurance products, including administration and reporting.
Let's talk
We are happy to provide you with a qualified consultation.
