Caixa Penedès: discretionary portfolio management30.06.2010
Caixa Penedès decides to hire Openportfolio to develop a service of discretionary portfolio management of investment funds, using their own funds and investment funds from major international managers.
The project is focused not only on necessary functionalities for portfolio managers, allowing massive rebalancing of portfolios and connection with different back office systems, but also on the commercial approach, creating added value evolution reports which makes the funds portfolio management a high-value service for Caixa Penedès customers.
Openportfolio, becomes the reference tool to provide discretionary portfolio management services to new segments with a high number of potential clients.