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Asset Manager

As an asset manager, our solution allows you to manage both single and multiple order placement (OMS) as well as simulations.
Our solution offers a complete and efficient CRM to manage your client relationships while complying with the regulations in force.

Atrium Asset Manager
Client On-boarding

Client On-boarding

You integrate risk profiles and set up investment profiles. Link legal documents and control the compliance of your new clients.

Client Relationship

Client Relationship

You can manage your clients' entities such as family members, corporations, trusts, associated portfolios and the interactions between them.

Portfolio Management System (PMS)

Portfolio Management System (PMS)

Analyze your clients' portfolios in order to bring a strong added value to your management and manage the day-to-day business. Control the constraints linked to investment profiles with the possibility of rebalancing portfolios.

Order Management (OMS)

Order Management (OMS)

You can process single or bulk orders in a simple way.

Multi custodians

Multi custodians

You are able to process portfolios deposited with several custodian banks, either through automated flows or via manual entry.

Reporting

Reporting

Generate tailor made reports for each of your clients.

Invoicing

Invoicing

Apply fee calculation strategies tailored to each of your customers.

Operations

Operations

Easily integrate and reconcile data from banks with the many available bank connectors and tools that automate controls.

Compliance

Compliance

Always comply with regulatory constraints

"Finamic was able to provide us with a tailor-made solution that allowed us to control our risks as well as those of our clients deposited with several custodian banks. The presence of numerous quality datafeeds significantly facilitates our work.

Swiss asset manager

Atrium Asset Manager

As an asset manager, you can access the functionalities of our product dedicated to you by following the link below:

Atrium Asset Manager
Atrium Asset Manager

Contact us to know more

Contact us to find out more about our solution for asset managers. Take advantage of our feedback and request a demo.

Contact us

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