FA Portfolio

FA Portfolio

Porteføljestyring til back office

  • Automatisering af manuelle processer
  • Reduktion af operationelle risici
  • Generering af rapporter (afkast, risiko, beholdning/allokering, transaktioner, skatterapportering)
Fleksibel honorarhåndtering

  • Understøtter flere honorarmodeller (fast, performance fee, high-water-mark etc.)
  • Beregning, transaktionsgenerering, bogføringsstøtte
Stærk administrationsmotor

  • Coporate actions håndtering
  • Rebalanceringsberegninger
  • Håndtering af valutakonti
  • Transaktionsgenerering
  • Bogføringsstøtte

MADS JENSEN

  • "Distinguishing between luck and skill in financial markets requires thorough analysis."

  • "Independent and strong corporate governance is the investor's best risk management tool."

  • "Working in the financial industry must be a continuous learning process."