HOME PRODUCT NEWS WHO WE ARE CONTACTS The PBOffice product stands for Private Banking Office and is conceived as an information and administrative system for sales structures in the financial world. PBOffice is aimed at Financial Advisors, Network Managers and the BackOffice. The functionalities can be activated individually thanks to the modular structure of the system. Summary of the most important features: Contractual management MiFID profiling and exAnte and exPost recommendation verification Customer disposition management flow of orders / executed with correspondent banks, asset management companies and product companies Portfolio situations valued daily and historical series Reporting and performance calculation Reporting for mass, collection and commissions and management control Administrative system for the calculation of commissions and distribution to the network Assoreti Anomaly Indices Administrative system for the calculation of commissions Experience Flexibility Technology Copyright © 2014 | Daxtor GmbH - Via Ferner 15 - 39010 San Martino in Passiria | Tel .: +39 0473 495060 | E-mail: info @ daxtor.it | VAT number: 02313460210 | Legal notices If you continue browsing this site you automatically consent to the use of cookies. More information | Close

HOME PRODUCT NEWS WHO WE ARE CONTACTS Network Administration Management of the sales structure hierarchy Management of the classification through commission tables and rules Movement loader from external sources and / or calculation from PBOffice Management of other commission items Calcolo Enasarco, Ritenuta and FIRR Reporting for the Consultant, TeamManager and management Management of objectives and verirical achievement PBOffice FrontOffice CRM MiFID Headquarters module Digitization Network Administration Reports AUI Copyright © 2014 | Daxtor GmbH - Via Ferner 15 - 39010 San Martino in Passiria | Tel .: +39 0473 495060 | E-mail: info @ daxtor.it | VAT number: 02313460210 | Legal notices If you continue browsing this site you automatically consent to the use of cookies. More information | Close