Armundia Banking & Finance
ARMUNDIA PRIVATE SHAPER SUITE
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.
- 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.