|
|
|
|
Creative Strategies’ Wealth Management application is an advanced collaborative management system for portfolio and relationship managers, Easy-to-use and cost-effective, it supports the entire investment process from analysis and portfolio modelling, decision support and order management all the way through to securities and accounting.
|
|
|
|
- multi client and branch capability - investment strategy and client interests - portfolio modelling - risk management and approval flow - compliance (Know your Client) - securities accounting - reporting and analysis - workflow customization and automated processes - development platform for deep customization
Languages
English, Russian
System Requirements
IE 6,7,8 or Mozilla Firefox
|
|
|
|
Reviews
4
Wealth mgmt review
10/16/2009 12:11:52 PM by David Jensen
I found that the understanding of overall proceses is top notch. Easy to use and quick to get everyone up to speed. I like to see more integration.
Add a review
|
|
|
|
Support
9 am to 5 pm CET
Support Contact Information
Name: Help Desk
E-Mail: support@cyscom.com
Phone: +442075650190
Availability: phone and email
|
|
|
|
Publisher Information
Name: Creative Strategies
Description:
Creative Stategies is focused on delivering improved efficiencies and business value to the financial services market. With wide experience in implementing solutions that answer industry specific requirements and best practices means Crearive Srategies customers minimize the risk of purchasing software systems that don’t meet the current or future need of their business.
Address:
49 Whitelands House
Cheltenham Terrace
London SW3 4QY
Phone: +44(207) 193 3395
Web-site:
www.cyscom.net
Sales Contact:
Name: Prem Couture
E-Mail: pcouture@cyscom.com
|
|
|
Pricing |
| 50 € per user/month | | 550 € per user/year |
|
|
|
|
|
Publisher |
Creative Strategies |
|
|
Date
Published |
10/15/2009 |
|
|
Average User Rating |
|
| | |
| Resources
|
|
|
| More Apps from this Publisher
|
|
|