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Tools Perfil Rendimientos Política de inversión Asesoría privada Asesoría empresarial Initiativas de formación Glosario y descargo Personal Contacto

The new standard for your front and middle office platform: CRM, Asset Allocator, Dynamic Relative Scoring tools for equity markets and more essential tools fitting your competitive budget
CRM and Document Management: access your integrated Agenda, Client Profiles, Call Reports and Contacts on file, edit, customize, mail contracts, invoices, reports and more
Asset Allocator: allocate asset class mixes to client risk parameter choices, apply tactical overlays and match your top down investment strategy tool with the bottom up Dynamic Relative Scoring tool
Dynamic Relative Scoring: score relative dynamics of equities for multiple markets and industry groups, match your bottom up analysis with the top down methodology of the Asset Allocator

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