Asset management

Our solutions

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Our financial asset management solutions are designed to effectively serve financial institutions. Since 2000, we have provided comprehensive financial asset management solutions that span mutual funds and pension funds to private banking and portfolio management.

Asset manager
Depot manager
Branch application
Client web portal and mobile application

Main advantages

Comprehensive view

Get a comprehensive view of all your assets and manage them efficiently.

Manage risks and portfolios

Advanced risk management tools to help ensure assets are managed in line with your objectives and regulatory requirements.

Flexibility

The ability to tailor solutions to your specific needs and requirements and different distribution channels.

Features

Client digital service and onboarding (Client web portal and mobile app)

Integrated digital customer service solutions with active and passive client features including biometric client onboarding.

Efficient management of financial assets

Advanced wealth management tool with support for different types of clients and a variety of innovative investment services. Portfolio performance evaluation and efficient limit control.

Custodian performance support

Support in securing legislative conditions and in the performance of activities vis-à-vis regulatory authorities. Effective and transparent control of limits.

Support for different distribution channels

- including digital solutions for the financial institution's branches.

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Goldmann Systems ├║spe┼íne dokon─Źil komplexn├║ moderniz├íciu syst├ęmu DEPO Manager, ktor├Ż sl├║┼żi na spr├ívu a kontrolu akt├şv...

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