Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Agilis Wealth Management's philosophy centers on empowering you to oversee your clients' wealth effectively while simultaneously fostering greater wealth for them and yourself. Recognizing the importance of adding a personal touch to client interactions, Agilis WM provides an innovative platform designed to give you a comprehensive 360° perspective on your investors, allowing for first-degree management. With features such as Portfolio Rebalancing that keeps you aligned with smart Trade Recommendations, and Trade Order Management that streamlines workflows for swift transactions in response to market dynamics, the platform enhances your operational efficiency. Additionally, our Risk Management tools ensure adherence to both regulatory standards and internal policies, while our Analytics capabilities equip you with essential technical insights. Finally, the Model Portfolio feature allows for effective benchmarking against indices or custom models, ensuring that you are always positioned for success in wealth management. With these resources, you can elevate your practice and deliver exceptional value to your clients.
Description
etops Asset Manager Pro is a powerful portfolio management platform built to support European asset managers, investment firms, and custodians in navigating complex financial operations. It delivers an end-to-end solution that integrates portfolio management, order execution, and compliance into a single streamlined system. The platform provides advanced analytics and risk management tools, enabling users to monitor performance, assess exposure, and make data-driven investment decisions. It includes automated compliance monitoring to ensure adherence to evolving European regulations, including detailed reporting requirements such as BaFin. With straight-through processing, etops Asset Manager Pro enhances operational efficiency by reducing manual intervention and improving workflow control. The system also offers seamless connectivity to capital markets, allowing for efficient trade execution with minimal latency. Its flexible architecture supports both standard and customized workflows to meet specific business needs. Automation features help reduce operational costs while improving accuracy and scalability. The platform is designed to deliver high performance in complex investment environments. It empowers financial institutions to optimize operations while maintaining regulatory compliance. Ultimately, etops Asset Manager Pro provides a reliable and efficient solution for modern asset management.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Agile Financial Technologies
Country
United Arab Emirates
Website
www.agile-ft.com
Vendor Details
Company Name
Etops
Country
Switzerland
Website
www.etops.com/products/etops-asset-manager-pro/
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management