Wealth Management
Our Wealth Management comes in a device independent user interface and carry a number of features
Wealth Management as White Label
Consume the API and give your existing infrastructure some risk and performance injections.
SCALABLE ARCHITECTURE
No need to worry about the load
CUSTOMIZABLE
Highly customizable architecture with regards to risk values and performance calculation
PDF REPORTS
PDF reports tailored to your graphical profile
REal positions
Model and Multi Portfolio creation and simulation based on real positions in different instruments
PORTFOLIO CREATION AND COMBINATION
Combine and create new portfolios by using shares of different model portfolios
PERFORMANCE AND STRUCTURE
Evolution and weight for any instrument and period in multi portfolios
BENCHMARK PORTFOLIO AND DRY RUN
Benchmark model portfolios evolution by running it on historical data or defined dry run period for a defined period
SIMULATE AND EXECUTE MARKET ORDERS
Simulations generate allocations, allocations generate a market order
Deployment Scenario
Single System
Wealth Management
Sounds Interesting?
Have a look at our presentation for more information
Everything gathered at SoftOnline
Multilevel access to desired solutions among other thing at one platform
SaaS Portal
All solutions as Saas
Accessibility
Manage all solutions from online
Features
Account creation and login with Bank-Id
Backup
Hot and cold backup available