• Your Platform
  • Products
    • Advisory
    • Portfolio
    • Analyse & Reporting
    • Mobile & UX
    • Risk & RegTech
    • Processes
    • InSight
  • Company
  • Contacts
img
  • Your Platform
  • Products
    • Advisory
    • Portfolio
    • Analyse & Reporting
    • Mobile & UX
    • Risk & RegTech
    • Processes
    • InSight
  • Company
  • Contacts
  • Optimizing to empower
    Process Management Module
    This module offers the automated monitoring of all processes e.g.
    monitoring of investment policies for asset allocation, the calculation
    of risk factors, control on maximum draw-downs, proximity of benchmarks,
    testing against black lists, violation management and more.
    All entries are made directly by defining rules based on a natural language.
    The monitoring is done either on an ad hoc or overnight basis both in pre and
    post trade situations. Violations are displayed in the cockpit and accessible for
    further processing.


    Designed and implemented to align with wealth management goals, and
    organizing bank and advisors so that they will manage
    wealth management processes effectively.

EbiCentric . All Rights Reserved - Copyright 2025. Impressum | Datenschutz

We use cookies to ensure that we give the best user experience on our website. If you continue to use this site we will assume that you agree.AcceptPrivacy