L’evoluzione Mifid2 compliant di FIDAworkstation.
Il nuovo rilascio previsto per la fine di luglio 2017 è un completo Robo 4 Advisor: oltre alle consuete dotazioni di dati e strumenti di analisi e reportistica di portafoglio, la nuova versione propone un workflow per la consulenza.
- KYC
- Compliance
- Portafogli modello
- Proposta personalizzata per il cliente
- Monitoraggio e account aggregation
- Reporting cliente
- Analisi
La proposta personalizzata
Il cuore del sistema è il motore che permette di associare in funzione delle esigenze al contratto Mifid una proposta personalizzata costruita con un portafoglio modello, un portafoglio discrezionale o un mix dei due. Un approccio di flessibilità per andare incontro alle variegate esigenze dei consulenti e dei loro clienti finali.
Il motore di calcolo automatico delle operazioni permette di trattare agevolmente portafogli anche molto complicati senza dover ricorrere ad altri strumenti per avere l’elenco degli acquisti e vendite.
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