EQUALIZER® Portfolio Management System

Maximizing performance

New Access Portfolio Management System, EQUALIZER®, facilitates the implementation of the private client’s chosen investment strategy in the most efficient and secure way based on strong analytical tools.

EQUALIZER® helps turning today’s market key challenges: costly operating models, strong regulatory constraints, changing customer’s behaviours and disruptive technologies; into tangible benefits for their customers bringing highly competitive advantages to their business for increased revenues. For a customized and transparent investment strategy adapted to the client’s risk profile.

EQUALIZER® supports private bankers and wealth managers in their daily tasks covering:

The analysis of their client’s situation

The proposition of the most appropriate investment strategy

The automatic orders generation fulfilling all regulatory requirements

The performance analysis and reporting to the client

References

They have been trusting us for years

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