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Using our Investment Portfolio Management Software, you will be able to control and manage efficiently the processes, identifying and managing the risks involved in the management of your company’s portfolios.
Allows you to have integrated control, managing with the highest standards of valuation, accounting and investment control.
Get integrated management of the entire investment cycle.
Achieve a highly parameterizable and integrable system.
Effectively controls investment policies.
Adapts to the methodologies applied by the national and international regulations in force.
We accompany you in the sizing and sizing of the solution.
Achieve a multi-currency, multi-portfolio and multi-business system.
We have technological solutions specialized in the control and monitoring of the different types of risk, which allow us to generate legal reports according to the type of risk associated.
Learn more about the following risk modules:
Allows to calculate and analyze the value at risk of investment portfolios.
Allows to monitor and control the management of issuer and counterparty quota allocation.
Effectively identifies, measures, controls and monitors the value and gaps in liquidity risk (LaR).
Identifies, manages, assesses, controls and monitors the different operational risks to which organizations are exposed.
With this solution you will be able to have control of the affiliates , to the investment funds managed by your company.
We analyze and research the user experience, their touch points and translate it into a functional and friendly interface.
Software specialized in the administration, control and management of processes related to pension fund management .
We offer customized technological solutions. Our experience has allowed us to develop solutions for companies in Latin America and the United States with more than 43 years of experience and 95% overall satisfaction from our customers.
We provide technology for your company.