Operational modules

Our priority, automation and flexibility!

Businesses need to be able to access data from multiple applications and sources to meet the demand for reporting. Businesses can use a variety of methods to identify and resolve bottlenecks, including re-designing processes and improving internal communications.

Client portal

The ideal digital platform to share, in real-time, financial information with your collaborators, clients and partners. This brand-new digital portal provides many advantages to steer investment management and share your strategy through your relevant key metrics.

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Connector

Legacy systems | Data providers | Quality data

Our efficient Connector tool can be quickly connected to your legacy systems to import client data as well as external data providers to enhance data with prices, classifications, indexes, fixed income data, ...

Workflow

Business process | Exception-based automation | Real-time

Our flexible Workflow tool can easily replicate your business process and schedule it for automation. Our automatic solution is exception-based, choose to receive error alerts by e-mail or in the accurate users tasks basket. You can follow, in real-time, the production process using our dashboard tool.

Publisher

Securely validated reports | Customer viewer or BI

Our integrated Datawarehouse and reporting tool can publish validated results securely for end-users or clients. Result consultation is available from our user-friendly customer viewer tool or any BI solution.

Business modules

Our priority, automation and flexibility

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Service management

Our commitment, a close collaboration with your team

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