Soliam, portfolio and wealth management software

  Soliam, an integrated front-to-back solution with a modular approach for

 

                    Wealth management                                     Portfolio management

 

           Wealth Management                      Portfolio Management

 

   •   Two strategic dimensions for Soliam built around a modular approach

         –   Wealth management for family office, private banking and wealth management

         –   Portfolio management for asset management in insurance companies, banks, holdings, UCITS, funds

   •   Thanks to its modularity and its user-friendly ergonomics, Soliam enables industry players in different sectors to undertake:

         –   Position keeping and accounting

         –   Order management

         –   Compliance monitoring

         –   Performance and risk monitoring, and analysis

         –   Tailor-made and bulk reporting

         –   Automation (accounting,  corporate actions,…)

   •   JAVA-technology has benefits that go well beyond its technical aspects. It also ensures durability, independence, interoperability and enhanced

        performance

   •   The User Interface (GUI) uses Adobe Flex technology to optimise the user experience through improved ergonomics and

        WEB 2.0 collaborative concepts, which increase efficiency.

   •   Visit our product demo

 

 

 

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