HOME PRODUCT NEWS WHO WE ARE CONTACTS Front Office Consultants The platform allows the Consultant to Manage Customer Data, Contracts, Anti-Money Laundering Profiling Profiling the customer through the MiFID questionnaire Make recommendations proposals with real-time adequacy responses Transform the proposal into provisions The various processes produce the forms with the possibility of Sign graphometrically Digital signature Ability to print on paper After confirmation by the promoter, the data are visible to the headquarters in real time, it is not necessary to send documents. The office accepts / rejects the proposal, the result is visible in real time on the Front side. The FrontEnd for the Consultant is available on Tablet or Laptop / PC. Of course, the solution can also be used at branch or head office level. 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

HOME PRODUCT NEWS WHO WE ARE CONTACTS MiFID Implementation of the European directive of conduct for financial markets for the protection of the investor (appropriateness / adequacy of the recommended products) and the distributor. By profiling the customer (filling in the questionnaire) and classifying the products, the system checks and notifies / blocks the investment. Portfolio management model predefined by the research office or customized by the Consultant Simulation system Appropriateness / Adequacy and production of documentation for the customer MiFID exAnte and periodic exPost verification Integrated in the provision management system . 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