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Fida Workstation and its different configurations were created to meet the needs of private bankers, financial advisors and promoters.
FIDA Workstation is Modular, Web-based, Responsive.
Workstation enables navigation among tens of thousands of indices and individual financial instruments, their selection and analysis, construction of portfolios and simulators, creation of model portfolios, and also production of advanced analyses, optimisations of investment instruments and portfolios. Workstation can be integrated with existing banking environments, including open banking platforms, and can also be operated on a stand-alone basis.
The modules available include:
CRM Module - with customer master data, diary, communications and webinar tools, customer meeting report, document filing.
MIFID Module - with multivariate customer profiling, customer adequacy calculations, and highest-level in-depth monitoring of portfolio data.
Model Portfolios Module - with gallery of administrable model portfolios, filterable by Type, Objectives and Target Market.
Portfolio Module - with Account Aggregator, Portfolio Analysis, Simulator and Optimiser.
Instrument Module - with financial utilities such as Portfolio and Comparison tools, Correlation Matrix, Lists, Alerts, Investment Plans.
Client Module - with web-based services to the end client, including Portfolio Report, Financial Products Spreadsheet, Recommendations Report, Document Upload, Advisor-Client Communication App.
Fida Workstation and its different configurations were created to meet the needs of private bankers, financial advisors and promoters.
FIDA Workstation is Modular, Web-based, Responsive.
Workstation enables navigation among tens of thousands of indices and individual financial instruments, their selection and analysis, construction of portfolios and simulators, creation of model portfolios, and also production of advanced analyses, optimisations of investment instruments and portfolios. Workstation can be integrated with existing banking environments, including open banking platforms, and can also be operated on a stand-alone basis.
The modules available include:
CRM Module - with customer master data, diary, communications and webinar tools, customer meeting report, document filing.
MIFID Module - with multivariate customer profiling, customer adequacy calculations, and highest-level in-depth monitoring of portfolio data.
Model Portfolios Module - with gallery of administrable model portfolios, filterable by Type, Objectives and Target Market.
Portfolio Module - with Account Aggregator, Portfolio Analysis, Simulator and Optimiser.
Instrument Module - with financial utilities such as Portfolio and Comparison tools, Correlation Matrix, Lists, Alerts, Investment Plans.
Client Module - with web-based services to the end client, including Portfolio Report, Financial Products Spreadsheet, Recommendations Report, Document Upload, Advisor-Client Communication App.
Portfolio Delivery Model
FIDA Workstation is designed to allow advisory offices to build and load model portfolios and then distribute them to their network of advisors, who can then use them in support of their client investors. The platform has an engine for the association of the indivdual investor's profile with the best-suited model portfolio, each one designed in respect of a different target market. Taking minimal time, the advisor can then use the portfolio allocation and rebalancing engines to produce a list of recommendations exactly suiting the model portfolio to the customer's multivariate portfolio. The operation of the different engines can also be activated or deactivated in the case of integration with legacy systems.
FIDA Workstation is designed to allow advisory offices to build and load model portfolios and then distribute them to their network of advisors, who can then use them in support of their client investors. The platform has an engine for the association of the indivdual investor's profile with the best-suited model portfolio, each one designed in respect of a different target market. Taking minimal time, the advisor can then use the portfolio allocation and rebalancing engines to produce a list of recommendations exactly suiting the model portfolio to the customer's multivariate portfolio. The operation of the different engines can also be activated or deactivated in the case of integration with legacy systems.
Private Banking & Financial Advisory
Fida Workstation and its different configurations were created to meet the needs of private bankers, financial advisors and promoters.
FIDA Workstation is Modular, Web-based, Responsive.
Workstation enables navigation among tens of thousands of indices and individual financial instruments, their selection and analysis, construction of portfolios and simulators, creation of model portfolios, and also production of advanced analyses, optimisations of investment instruments and portfolios. Workstation can be integrated with existing banking environments, including open banking platforms, and can also be operated on a stand-alone basis.
The modules available include:
CRM Module - with customer master data, diary, communications and webinar tools, customer meeting report, document filing.
MIFID Module - with multivariate customer profiling, customer adequacy calculations, and highest-level in-depth monitoring of portfolio data.
Model Portfolios Module - with gallery of administrable model portfolios, filterable by Type, Objectives and Target Market.
Portfolio Module - with Account Aggregator, Portfolio Analysis, Simulator and Optimiser.
Instrument Module - with financial utilities such as Portfolio and Comparison tools, Correlation Matrix, Lists, Alerts, Investment Plans.
Client Module - with web-based services to the end client, including Portfolio Report, Financial Products Spreadsheet, Recommendations Report, Document Upload, Advisor-Client Communication App.
Portfolio Delivery Model
FIDA Workstation is designed to allow advisory offices to build and load model portfolios and then distribute them to their network of advisors, who can then use them in support of their client investors. The platform has an engine for the association of the indivdual investor's profile with the best-suited model portfolio, each one designed in respect of a different target market. Taking minimal time, the advisor can then use the portfolio allocation and rebalancing engines to produce a list of recommendations exactly suiting the model portfolio to the customer's multivariate portfolio. The operation of the different engines can also be activated or deactivated in the case of integration with legacy systems.
Fida Workstation and its different configurations were created to meet the needs of private bankers, financial advisors and promoters.
FIDA Workstation is Modular, Web-based, Responsive.
Workstation enables navigation among tens of thousands of indices and individual financial instruments, their selection and analysis, construction of portfolios and simulators, creation of model portfolios, and also production of advanced analyses, optimisations of investment instruments and portfolios. Workstation can be integrated with existing banking environments, including open banking platforms, and can also be operated on a stand-alone basis.
The modules available include:
CRM Module - with customer master data, diary, communications and webinar tools, customer meeting report, document filing.
MIFID Module - with multivariate customer profiling, customer adequacy calculations, and highest-level in-depth monitoring of portfolio data.
Model Portfolios Module - with gallery of administrable model portfolios, filterable by Type, Objectives and Target Market.
Portfolio Module - with Account Aggregator, Portfolio Analysis, Simulator and Optimiser.
Instrument Module - with financial utilities such as Portfolio and Comparison tools, Correlation Matrix, Lists, Alerts, Investment Plans.
Client Module - with web-based services to the end client, including Portfolio Report, Financial Products Spreadsheet, Recommendations Report, Document Upload, Advisor-Client Communication App.
Portfolio Delivery Model
FIDA Workstation is designed to allow advisory offices to build and load model portfolios and then distribute them to their network of advisors, who can then use them in support of their client investors. The platform has an engine for the association of the indivdual investor's profile with the best-suited model portfolio, each one designed in respect of a different target market. Taking minimal time, the advisor can then use the portfolio allocation and rebalancing engines to produce a list of recommendations exactly suiting the model portfolio to the customer's multivariate portfolio. The operation of the different engines can also be activated or deactivated in the case of integration with legacy systems.
Private Banking & Financial Advisory
Fida Workstation and its different configurations were created to meet the needs of private bankers, financial advisors and promoters.
FIDA Workstation is Modular, Web-based, Responsive.
Workstation enables navigation among tens of thousands of indices and individual financial instruments, their selection and analysis, construction of portfolios and simulators, creation of model portfolios, and also production of advanced analyses, optimisations of investment instruments and portfolios. Workstation can be integrated with existing banking environments, including open banking platforms, and can also be operated on a stand-alone basis.
The modules available include:
CRM Module - with customer master data, diary, communications and webinar tools, customer meeting report, document filing.
MIFID Module - with multivariate customer profiling, customer adequacy calculations, and highest-level in-depth monitoring of portfolio data.
Model Portfolios Module - with gallery of administrable model portfolios, filterable by Type, Objectives and Target Market.
Portfolio Module - with Account Aggregator, Portfolio Analysis, Simulator and Optimiser.
Instrument Module - with financial utilities such as Portfolio and Comparison tools, Correlation Matrix, Lists, Alerts, Investment Plans.
Client Module - with web-based services to the end client, including Portfolio Report, Financial Products Spreadsheet, Recommendations Report, Document Upload, Advisor-Client Communication App.
Portfolio Delivery Model
FIDA Workstation is designed to allow advisory offices to build and load model portfolios and then distribute them to their network of advisors, who can then use them in support of their client investors. The platform has an engine for the association of the indivdual investor's profile with the best-suited model portfolio, each one designed in respect of a different target market. Taking minimal time, the advisor can then use the portfolio allocation and rebalancing engines to produce a list of recommendations exactly suiting the model portfolio to the customer's multivariate portfolio. The operation of the different engines can also be activated or deactivated in the case of integration with legacy systems.
Fida Workstation and its different configurations were created to meet the needs of private bankers, financial advisors and promoters.
FIDA Workstation is Modular, Web-based, Responsive.
Workstation enables navigation among tens of thousands of indices and individual financial instruments, their selection and analysis, construction of portfolios and simulators, creation of model portfolios, and also production of advanced analyses, optimisations of investment instruments and portfolios. Workstation can be integrated with existing banking environments, including open banking platforms, and can also be operated on a stand-alone basis.
The modules available include:
CRM Module - with customer master data, diary, communications and webinar tools, customer meeting report, document filing.
MIFID Module - with multivariate customer profiling, customer adequacy calculations, and highest-level in-depth monitoring of portfolio data.
Model Portfolios Module - with gallery of administrable model portfolios, filterable by Type, Objectives and Target Market.
Portfolio Module - with Account Aggregator, Portfolio Analysis, Simulator and Optimiser.
Instrument Module - with financial utilities such as Portfolio and Comparison tools, Correlation Matrix, Lists, Alerts, Investment Plans.
Client Module - with web-based services to the end client, including Portfolio Report, Financial Products Spreadsheet, Recommendations Report, Document Upload, Advisor-Client Communication App.
Portfolio Delivery Model
FIDA Workstation is designed to allow advisory offices to build and load model portfolios and then distribute them to their network of advisors, who can then use them in support of their client investors. The platform has an engine for the association of the indivdual investor's profile with the best-suited model portfolio, each one designed in respect of a different target market. Taking minimal time, the advisor can then use the portfolio allocation and rebalancing engines to produce a list of recommendations exactly suiting the model portfolio to the customer's multivariate portfolio. The operation of the different engines can also be activated or deactivated in the case of integration with legacy systems.
