Portfolio Display and Monitoring

The Innovations CRM offers specific functionalities for the display of asset allocation and statement of net assets.  It also includes automatic daily alerts for situations requiring urgent action, such as maturity dates.

 

 

 

 

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Please indicate your area(s) of interest: 

Visual Rules
Customer Relationship Management in Financial Institutions
Compliance / Anti-Money Laundering
Market Abuse / Insider Trading
Credit Risk Rating / Credit Management
Credit Processing / Decisioning



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The Innovations CRM monitors the customer's portfolio.