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2021年12月8日
Podcast: 亚庇’s Low-Code Platforms – All you need to know
Use cases, advantages, and real-life case studies of 亚庇’s low-code platform
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Innovative tools and technology solutions that empower financial services firms
Robust, flexible, and scalable enterprise solutions in an ever-evolving regulatory environment.
TotalView项目组合管理
菠菜大平台 TotalView is an application that provides innovative tools and technology to view, 管理, 和分析投资组合, 账户, 和持有.
TotalView是在Salesforce平台上构建的, which links the functionality of a portfolio 管理ment system with the power of Salesforce.
Users have the ability to maintain all of the pertinent customer data associated with portfolio or account within a seamless, 交钥匙解决方案.
关键好处
- Portfolio 管理ment solution that is fully integrated with Salesforce CRM
- 基于云、直观、高性能的平台
- Enables advisory firms to move from spreadsheets to more scalable solution
- Facilitates compliance requirements for more thorough record keeping 和更多的 frequent contact with clients (KYC)
- Can be licensed “out-of-box” or customized to meet specific needs
TotalRebal投资组合再平衡
TotalRebal is a state-of-the-art financial services solution from 菠菜大平台 that provides cloud-based portfolio re-balancing functionality to accompany a portfolio 管理ment system.
The modular design of the rebalancer allows financial advisors to add only the functionality they need, and not be impeded by unwanted complexity like other systems.
关键好处
- 基于云计算的, 负担得起的, high performance platform that provides portfolio rebalancing as a service (RaaS)
- Automates the rebalance function, eliminating manual and spreadsheet centric labor
- 与Prime的投资组合管理解决方案相结合, eliminates the need of having to piece together disparate functions from multiple vendors
- 另外, the rebalancer’s modular design supports the ability to tie in a preferred portfolio 管理ment solution
2021年及以后的金融服务技术趋势
在这个电子书, 我们揭示银行服务的技术趋势, 财富管理, 和资本市场.
Get a deeper understanding of how new and old technology is affecting the financial services industry. We also cover niche and upcoming areas that are technology driven and are adding real business value.
投资组合风险分析
Build-out and ongoing development support for portfolio risk analytics and compliance solutions.
数字的贷款
强大的能力推动金融科技数字化转型.
- Seamless integration with third-party APIs such as payment gateways, 分析引擎, 营销模块, 和更多的.
- Customize off-the-shelf solutions to meet your business requirements and integrate with third-party systems and sources for a seamlessly integrated experience.
- Comprehensive QA and debugging processes to ensure delivery of a fully-functional, bug-free product.
- Drive continuous delivery by automating key steps in development and deployment workflows.
- Comply with all applicable regulatory guidelines for processes and the final output.
直接索引
- Save time and cost with customized solutions for end-to-end portfolio 管理ment and re-balancing
- User-friendly tools and technologies include dashboard with customizable layout and visualizations
- Make informed decisions with automated data analytics that provide actionable insights
- Reduce risk and missed opportunities with AI-driven analytics and monitoring
- 使用基于云的解决方案更快地推向市场
- Integration with third party trading platforms empowers automated trading processes inline with specific goals
- Enhanced client privacy without the need to turn over data to third party sources and providers
- Highly available and scalable solution that accommodates shifts in volumes and future growth
