eAdvisor

Description eAdvisor is a complete and fully integrated financial platform for independent advisors who managed portfolios through several bank depository. eAdvisor offers a wide and powerful banking and portfolio management system functionalities allowing the portfolio managers to access online to an unique entry point to all their managed portfolios. Click here for more details about eAdvisor Reports

Major features

• Worldwide secured access to managed portfolios;
• Consolidation valuation features: Consolidated valuation of all portfolios market; valuation, borrowing power capacity, lombard valuation, retroactive valuation;
• Complete open client dashboard view;
• Performance analysis features, benchmarking, attribution, contribution;
• Order management system: generation of unique or global stock exchange, money-market and forex ordersm directyl to the client bank depository;
• Portfolio Management System : allocation strategy, portfolio modelling, management constraints, comparaison and rebalancing features;
• Wide analysis functionalities: Costs&Profits structure analysis;
• Reporting tools: High quality reporting possibilites;
• High level of graphical user interface customisation;
• Easy exporting to excel functionalities;
• Business Process Outsourcing: Integration and optimisations of your back-office operations delegated to our platform;
• Secured emails: Secured messaging;
• Remote Access Worldwide;
• CRM (Customer Relationship manager): variety of sophisticated communication tools, including document management, integrated e-mail and VOIP phone;
• Compliance functionalities: Anti-Money Laundering Control and KYC (Know Your Client) features;
• Marketing Campaigns: Perform targeted marketing campaigns.