Atrium Asset Manager

Order Management System

Atrium Asset Manager has a platform for simple orders, grouped orders and portfolio rebalancing simulations.

Portfolio Management System

Atrium Asset Manager has tools to monitor the positions of each of the portfolios or groups of portfolios by integrating, at choice, pending orders. In the same way, it allows to perform all the necessary calculations such as performance, gains, costs...

KYC

Atrium Asset Manager has a tool allowing the control of client information. It provides KYC dashboards linked to the data of the on-boarding, compliance and AML modules.

Compliance and internal control

Atrium Asset Manager has a tool to visualize at any time the respect of mandates, the follow-up of the application of internal procedures and regulatory obligations in relation to the on-boarding and AML modules.

On-boarding

Atrium Asset Manager has a tool allowing the global management of the account opening process from the integration of the customizable risk profile, to the authorization by the compliance officer and the management, through the investment profiles, the KYC, and other data necessary to monitor the adequacy and appropriateness.

Anti-Money-Laundering

Atrium Asset Manager has a tool for monitoring potentially fraudulent transactions and activities.