HOME PRODUCT NEWS WHO WE ARE CONTACTS AUI Capture the events to be recorded in the Single Archive according to BankIT standards Opening / Closing Reports Opening / Closing Delegations Opening / Closing of Effective Holders Fiduciary Relations Operations Events can be exported or recorded in the PBOffice AUI module. SARA Monthly Report Data export in DIANA format 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 Digitization Creation of various forms directly from the PBOffice system; Online signature collection with graphometric signature or digital signature verification Document management in electronic format (promoter, head office customer) = towards a "NO MORE PAPER" solution; Substitutive archiving and conservation with contextual document availability in the system PBOffice FrontOffice CRM MiFID Headquarters module Digitization Network Administration Reports AUI Copyright © 2016 | Daxtor GmbH - Via Villaggio, 31 - 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 © 2016 | Daxtor GmbH - Via Villaggio, 31 - 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