Private banker



AssetManager – Private Banking represents a creation of cutting-edge technology and innovation that enables private banking clients to manage their financial portfolio with unprecedented accuracy and efficiency.

Designed with the dynamic demands of today’s financial market in mind, this sophisticated information system is dedicated to personal and detailed attention to every aspect of a client’s wealth operations. With AssetManager, every client has the ability to track their investments and asset management with uncompromising accuracy.

General product information:

AssetManager – Private Banking is a tool that enables banks and their private bankers to efficiently manage and analyze their clients’ assets. This system is designed to accompany the client throughout the entire life cycle of his financial operations and provide him with all the services he expects from his bank. Its main objective is to facilitate and automate the management of assets and investments in accordance with the individual needs and requirements of each client. The system also supports the creation and management of powers of attorney for third parties, which is a frequent requirement in private banking.

Key features of AssetManager - Private Banking:

  • Flexibility and integration: the application is designed to integrate easily with the bank’s other information systems and with external sources of financial data, increasing its adaptability and usefulness.
  • Support for authorized persons: The system allows for the management of third-party authorisations and powers of attorney, which is essential for comprehensive asset management and continuity in the event of the need to represent a client.
  • Advanced security features: security is a key consideration in private wealth management, which is why AssetManager incorporates the latest security technologies to protect sensitive data and transactions.

The main features of AssetManager - Private Banking include:

Client data entry and management

The system provides an intuitive and secure way to enter and update client information, including their investment preferences and risk profile.

Client history storage

AssetManager records and stores all relevant information about a client’s financial transactions, allowing you to track and analyze the evolution of their assets over time.

Reporting for management and clients

The system generates detailed reports for the bank’s management, as well as clear and understandable reports for clients, which help in the decision-making process and in monitoring investment performance.

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