Front Office for Private Banking

Front Office for Private Banking

Capital Private Banking is the web-based solution for portfolio management that is integrated, secured and modular. Capital Private Banking covers through a unique application the entire aspects of the front-office profession in Private Banking.

Capital Private Banking allows the administrator or the private management consultant to work transversely on the clients profile base (managed consultancy, non managed, dynamic, balanced, etc.) or model portfolios, to do simulations of orders, to calculate and analyze the performance through different angles and on the level of each step, to define proactive alerts and to execute automatically multi-custodian orders. 

Capital Private Banking allows you to manage the customer relation (CRM) and the K.Y.C., to build intuitively the ad-hoc, regular, in-house or client-destined analysis and reports, and analyze and report the eventual suspicious operations thanks to Compliance alerts (TRACFIN, SICCFIN), etc.

A middle and back-office management module that is simple, affordable and complete permits to meet the expectations of Private Banks and Management Companies (multi-custodian ). Capital Private Banking provides the possibility to enrich and manage the systems of reference (for example Assets Categories), to calculate and control the collected or the charged commissions. 

Capital Private Banking interfaces with Banks or custodians back-office systems and manages the flow of incoming valorization.

Capital Private Banking allows working simultaneously on two screens (according to the user's preference) and benefit consequently in a simultaneous and a context sensitive way from different types of information (for example the simulations and the latest operations).

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