Today, funds are a common means to implement private clients’ investment strategies. By investing in funds, the client delegates specialised investment decisions to experts and reduces risk by means of diversification.

The private bank supports its clients in choosing the most suitable funds by permanently monitoring the fund market and publishing bank-internal recommendations. This is accomplished by subscribing to fund market data and analysing the funds according to the bank’s internal methodology.

Our solution architects design and develop individual solutions for data management and analysis. These include the automated distribution of data for different media such as intranet, internet, prints and even into client reporting.

Client reporting is an important differentiation opportunity for every private bank. It should support the bank’s brand in every respect and provide high-quality content and layout.

As far as content is concerned, client reporting has to provide comprehensive information. The numerous data sources must therefore be integrated and the specific client situation has to be taken into consideration. With respect to the layout, the private banking client expects a quality that is comparable with that of financial magazines or corporate annual reports.

As experienced specialist consultants we are well acquainted with these requirements. By using our product-suite CAIRE™ we are able to fulfil all the demands from standard to highly flexible customised reporting while enabling full automation of the individual solutions.

Risk Management is a key discipline of every bank. Financial instruments and transactions give rise to various risks, which can roughly be divided into credit, market and operational risks.

Every category in risk management has its own analysis methods and is supported by specialised software. This of course leads to a multitude of data interfaces. In the long-run it is desirable to implement systems that integrate the various types of risk and provide consistent analysis and processes.

Thanks to our experience with the integration of banking systems, we are able to support your projects effectively. As solution architects we are able to design more elegant and more efficient integrated systems.

The portfolio manager takes investment decisions on behalf of the client. The decision-making process has to be highly professional and explicable as well as transparent for the client.

The complex processes in portfolio management need to be automated. Typically, tools like a portfolio management system and software for real-time market data, compliance, order routing, performance attribution, as well as for client reporting have to be fully integrated.

From numerous projects, we are familiar with the data flows in portfolio management and are able to help you to increase efficiency. Our product range includes analysis tools to control the investment process as well as a client reporting component.