22 October 2017
Register now

Ferrier Lullin & Cie rolls out Odyssey's Advisor

09 December 2004  |  629 views  |  0 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.

Comments: (0)

Comment on this story (membership required)

Related company news

 

Related blogs

Create a blog about this story (membership required)
Register nowvisit www.fivedegrees.nlvisit www.niceactimize.com

Top topics

Most viewed Most shared
Mastercard to roll out blockchain APIMastercard to roll out blockchain API
13090 views comments | 17 tweets | 28 linkedin
HSBC partners Bud for open banking trialHSBC partners Bud for open banking trial
12161 views comments | 22 tweets | 28 linkedin
satelliteGates Foundation backs Ripple collaboratio...
9525 views comments | 13 tweets | 10 linkedin
Sibos 2017: API or the highwaySibos 2017: API or the highway
9038 views comments | 11 tweets | 22 linkedin
IBM uses blockchain to improve cross-border payments processingIBM uses blockchain to improve cross-borde...
8550 views comments | 9 tweets | 18 linkedin

Featured job

Competitive base, double ote, benefits
London, UK

Find your next job