The Armundia Shaper Series suite is composed of Asset and Wealth Shaper modules to flexibly, rapidly and completely manage all the problems inherent to both the management of affluent, institutional and private client portfolios and the sophisticated management of portfolios owned by banks. It also covers the entire process of paid advisory for advanced management of the entire wealth of the customer deposited with your institution or at other banks.The Action Shaper module completes the suite, it is designed to address comprehensively the needs of the operational CRM, the analytical CRM and the relational CRM of banking institutions.
The Armundia Checker Series suite, focuses, instead, on the verification of adherence to regulatory parameters and, more generally, to “compliance” in the management of financial resources: Mifid, limits and regulatory compliance relating to funds and delegated administration of property resources are just some of the areas for which the Checker products are designed.
