Armundia Banking & Finance

ARMUNDIA PRIVATE SHAPER SUITE

DESIGNED FOR

It is a complete platform designed for private banking institutions that want to enhance in a tangible and innovative way all the critical front-end processes in the management and the delivery of advanced services to customers.

SUITE MODULES

  • ARMUNDIA WEALTH SHAPER: it supports all the activities of wealth management, management of investment objectives, monitoring and advanced reporting for customers.
  • ARMUNDIA ASSET SHAPER: it supports the whole process of asset management of individual and institutional portfolios.
  • ARMUNDIA ACTION SHAPER: it is a module designed for the operational management of the relationship with customers, for the implementation of an effective KYC process, in support of all the regulatory processes of profiling and compliance (MiFID and MiFID II).
  • ARMUNDIA CLIENT SHAPER: it is a service of customer self-assessment that allows final customers to monitor their assets and their profits autonomously and gives them advanced tools to manage the advisory relationship.

MORE ABOUT IT

It is a result of many international experiences carried out for leading European institutes and provides the Private Bank with the opportunity to create a state-of-the-art infrastructure that effectively manages the continuous evolution of regulatory requirements, leading to an increase in the level of service offered.

OUR SERVICES

Operates on the IT banking and finance market and develops innovative platforms for the management of the front-office processes of retail banks, Private Banks, Family Office, Asset and Wealth Managers.
Operates on the IT Insurance market and develops innovative platforms for Carriers, Brokers and Complementary Insurance Companies.
Is in charge for running strategical, specialistic and management consulting projects for the Banking and Finance IT Market.