SOLUTIONS

4.0 TECHNOLOGIES TO MAKE YOUR BUSINESS SMARTER AND MORE PROFITABLE

High Level Advisory

Powerful platform for proposing and managing highly effective trades for high turnover portfolios

ORS High Level Advisory solution offers a comprehensive suite of modules to better managing high-net-worth client portfolios and for helping customers with providing financial advices optimally tailored to their clients' unique needs, preferences and goals.

Features

  • Advanced Portfolio Analysis

  • Alerting System for pro-active Portfolio Monitoring

  • Sophisticated and highly efficient tools for seeking, scoring and picking of financial instruments

  • Efficient tools for advising and generating trades for high net-worth individuals

  • Business Object Viewer

  • Portfolio Comparison

  • Intraday operation

  • Reporting

Benefits

  • Increasing total assets under management. Our largest customer has increased the number of individuals under management by 200% in two years

  • Enabling sophisticated trading advisory capabilities

  • Better portfolio return and risk management