Digital wealth management

The application ensures the complete digitization of processes associated with investments in securities and mutual funds

  • Investing regularly in your portfolio (saving)
  • Investing in a portfolio (individual)
  • Withdrawal of an investment from a portfolio
  • Portfolio balance (rebalancing)
  • Client Profiling
  • Monitoring the suitability of the portfolio
  • Calculation of fees and taxes
  • Calculates portfolio performance
  • Management of an equity account for mutual funds
  • Reporting processes
  • Pre-trade and Post-trade reporting
  • Portfolio Status Reporting

Would you like to know more ?

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+421 2 6544 0343