Mirabaud also chooses Openworkplace30.06.2010
Mirabaud, within its strategic commitment to private banking business in Spain, has also choosen Openworkplace as the platform for portfolio management and clients' advice and follow-up.
Parameterized modules for Mirabaud are clearly adapted to the compliance of MiFID Directive. Main features will include:
- Customer Reports: added-value reporting for customer portfolios. The reports can be generated on an ad hoc or regular basis and it can include benchmarking modules of the product portfolio, it also includes distributions or the risk attribution. It includes all the savings accounts and investment products that the entity commercializes as well as the different portfolios that clients may have in other entities.
- Investment Proposals: according to the customer risk profile, investment term, customer preferences, taxation, liquidity needs, investment amount will generate an investment proposal tailored to each client. This proposal will provide clear communication to the advisor who will have to transmit it to the final investor.
- Rebalanced Portfolio Management: rebalancing both individually and based on model portfolios.
- Clients Monitoring: an alert system helps advisors to manage and control the global portfolio of each client (i.e. alerts that measure the risk of portfolios, performance,..).
Openworkplace is the global business advisory solution most widespread among European financial institutions.