INDEPENDENT FINANCIAL ADVISORS

MAIN FEATURES:

>   Consolidations of portfolios held with different banks
>   Performance calculation
>   Transactions and orders capture
>   Profitability and fees analysis
>   Electronic links with custodians
>   Client customized reporting


THIS MODULE IS A SOLUTION FOR:

>   Independent Financial Advisors
>   Family Businesses

>   asset management
>   front-office
>   indpt financial advisors
>   fund management
>   risk management

>   treasury
>   trading
>   core banking
>   trust administration
>   crm

>   corporate actions
>   general ledger
>   web
>   reporting
>   imaging