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 Axes for Soliam supported by a modular approach

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

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

   •   Thanks to its modularity and its user-friendly ergonomics, Soliam enables several types of actors within several types of

        organisation :

   •   Positions keeping and accounting

   •   Orders management

   •   Compliance rules follow up

   •   Performance and risk detailed follow up and analysis

   •   Tailor-made and mass reporting

   •   High level of automation (accounting,  corporate actions,…)

   •   The JAVA-technology offers several strategic advantages that go much further than the mere IT technical aspects. The

        use of this leading technology is your best guarantee for durability, independence, interoperability and improved

        performances !

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

        WEB 2.0 collaborative concepts, therefore ensuring peak user efficiency.

 

   •   Webcast our ergonomics

 

 

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