Source: Odyssey Asset Management Systems
Ferrier Lullin & Cie has recently chosen to incorporate Advisor into its Odyssey-based wealth management solution suite.
The bank's rollout of Advisor, Odyssey's relationship management solution, will include the new Account Opening features, and it will be used by over 120 of the bank's employees.
In parallel, Odyssey's portfolio management solution Triple'A will be made accessible to a group of external asset managers via Odyssey's Web User Interface. This deployment will include the newly enhanced Performance Attribution component Investment Profiling functions.
Implementation will start soon, and the system will be rolled out in several incremental phases in 2005/2006.
Advisor is a strategic front office client relationship management tool. Providing comprehensive client and portfolio monitoring features, online advice and contact management functions, and effective client data management facilities, Advisor allows a private bank to more proactively and effectively manage their high net wealth or mass affluent clients.
Triple'A is an integrated, enterprise-wide portfolio management system that enables the set-up of modern, centralised and structured portfolio management operations. Functions offered by the system include: portfolio modelling, trade/order management, performance monitoring, and comprehensive reporting and risk management functions.