Securities Asset Complete asset and client handling with professional account management Separate or integrated front and back-office modules Flexible net asset valuation, stock pairing, limit and liquidation monitoring Built in pre-checks with task station management Portfolio optimization, model portfolios, and continuous performance monitoring Automated data import from different sources Multi-level authorization User specific reports Quantifiable effects of advisory digitalisation $20b 20 billion in industry cost reduction due to automation 100% 100% resilience due to manual process removal in times of crisis like a pandemic 35% 35% cost efficiency improvement can be reached in the securities sector but it requires a future-focused approach SECURITIES ASSET CORE FEATURES Model portfolio management Support for the integration of any model portfolios created by the client Risk assessment MiFID suitability check including target market check Account management Front and back-office modules for complete management Transaction management Handling of virtually every asset class Data and price import Automated data import from different sources Portfolio management Valuation and optimisation with continous performance monitoring See why our partners chose Securities Asset, and download the datasheet or schedule a demo! REQUEST A DEMO GET THE DATASHEET First name Last name Email address Company name I've read and agree with the Privacy Policy & Terms of Use