Release 2015/16: The newest Release of our Advisory Suite is now ready. It includes in addition to an enhanced GUI a number of new features to support Fidleg/MIFID especially, such as Suitability- and Appropriateness- Scoring of Client Questionnaire answers, Calculation of product and Portfolio risks , automatically attached KIID’s to the Investment Proposal.
Special Projects: Based on its positioning and the available existing functions the Finaware platform qualifies also for the solution of special specifications as e.g. calculation of received/paid retrocessions as well for the past as for the future.
MyDepotCheck: Finaware AG, as founding shareholder of the company MDC Media AG (MDC) has provided the business logic and based on it developed the currently activated platform for private investors in the sectors self-assessment, verification and comparison of portfolios with a provider comparison. (for further information www.mydepotcheck.com)
As individual as possible - as standardised as necessary
The integrated desktop from the Finaware portal offers banks the opportunity for modular expansion of the existing functionalities of the core banking systems used. The increased flexibility obtained as a result enables special requirements to be implemented in a timely manner and at low effort.
In the Pre Trade area, the scope of application of the portal comprises: Customers & Risk (MiFID) Profiling, Development of Investment Strategy, automatic preparation of an Investment Proposal, Value at Risk and Scenario Analyses, Constraint Handling.
In the Post Trade area the portal offers a Constraint Monitor, eService/eBanking, MIS/BI and a highly-specialised Reporting module.