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.
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.