Fineco also chooses openworkplace03.03.2010
Fineco Group, BBK Private Banking has bet on a platform openworkplace advice and customer portfolio, the Basque is one of the leaders nationally in advisory and asset management.
Parameterized modules for Fineco Group are clearly in tune with the spirit of the needs dictated by the MiFID Directive, a directive which the solution is fully adapted. The main features with which will include:
- Customer reports: reports generation value-added customer positions. The reports can be generated on an ad hoc or regular basis and can include benchmarking modules of the product portfolio as distributions or the risk of such portfolios. The products included are all the savings and investment in the entity (Account, IPF's, Funds, Pension Plans, Insurance, Securities, etc.).
- Investment Proposals: Given the risk profile, investment term, customer preferences, taxation, liquidity needs, investment amount and term will generate an investment proposal tailored to each client. This proposal will provide clear communication to the business that the customer has to transmit.
- Financial planning: the adviser provides the opportunity to present a simulation of high-value customized to a client or potential client, in a simple, rigorous and intuitive at a time, starting from a planning questionnaire are obtained savings needs of the customer to meet their life goals defined.
- Monitoring and management: generating the necessary proactive advisor through alerts and monitor product and portfolio risk levels.
Openworkplace is the global business advisory solution more widespread among Spanish financial institutions.