SOLUTIONS

4.0 TECHNOLOGIES TO MAKE YOUR BUSINESS SMARTER AND MORE PROFITABLE

MiFID Advisory Network Management

Sophisticated web application platform for managing a network of advisors

ORS Advisory Platform is a perfect mix of standard portfolio monitoring and analytics tools, with a MiFID compliant advisory module tailored to specific customers' advisory process.

Based on a web architecture, our platform can be deployed both for desktop and mobile devices, targeting advanced forms of Collaborative Advisory.

 

 

Features

  • Position Keeping, Benchmarking and Modal Portfolio Management, Historical Transactions Analysis and Cash Flow Forecasting, Constraints Management, Financial Customer Profiling, Provided Mobile Capability

  • MWRR & TWRR Performance with Decomposition, Contribution and Attribution; Portfolio Risk Management; Alerting; Reporting & Analytics; Online financial advisory

  • Stock Picking and Asset Scoring, Order Generation and Execution

  • Customized and efficient work flows

Benefits

  • Complex human-driven workflow management

  • Flexible portfolio management in a MiFID environment

  • Distribution and sales network efficiency optimization

  • Improved knowledge on customers

  • Asset under Management fully under Control