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Client Focus - Web-based Solutions
Private Banking – Efficient and high quality wealth management
Private banking organizations are currently faced with the challenge of combining high-quality wealth management and sound financial advice while more efficiently managing demanding customers. Increasingly, these institutions are also reaching out to new, affluent global markets to grow their businesses.
Leading private banks in Europe and America use managed solutions based on PrimePortal or PrimeTerminal from Interactive Data for their own financial advisors, as well as for reporting to their customers. This can help the banks increase their efficiency, raise customer satisfaction and succeed in offshore markets. Advantages include:
- Consultancy and customized applications
- Mapping of specific advisory and sales processes
- Easy-to-use applications
- Completely integrated portfolio management application with advanced portfolio tracking and Web-based reporting tools
- Extensive international financial market data
- State-of-the-art chart analysis and financial information search
- Advanced portfolio tracking and Web-based reporting tools
- Seamless integration of proprietary information, such as research and analysis
- A flexible market data platform which can form the basis for rapid, cost-efficient implementation
- Support for the latest regulations (e.g. MiFID)
- Hosted solutions with high security and availability standards