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Current market overview - software for asset management and investment advisors

Current market overview of industry software for asset managers, asset advisors and for asset management. The software supports, among other things, the automatic transfer of price data and the mapping of rating and risk information. As part of the financial software, it allows forecasts of yield development for bonds in the company's own portfolio based on current yield rates.

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The software enables valuations for analysis, strategic decisions and trading transactions. Wealth management software helps to structure documents in preparation for bank meetings and usually offers standardized planning and reporting modules. It can also be used for complex planning logics, including infrastructure. In most cases, fee accounting with commission calculation is also integrated into the software and it often takes into account compliance with legal requirements such as the MiFID Directive or consulting protocols.

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audius:Finance for financial service providers
audius:Finance - Industry solution for financial service providers
audius:Finance - Industry solution for financial service providers
The industry solution audius:Finance combines the general advantages of Microsoft Dynamics 365 with the specific requirements of different groups of financial service providers: It offers business processes for asset management, development and sales of investment products, real estate development and brokerage as well as for insurance brokers. Financial service providers receive a software solution that is precisely tailored to their business model.
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