SOLUTIONS

Deus Technology is born with a very extensive value and operates within investment decision contexts that can benefit from the contribution of technology, in order to become digital and automated.

Two important and topical themes in which Deus technology allows users to stand out from the crowd are: remote consultancy in total mobility and the roboadvisory system, i.e. the automation of consultancy for retail clients.

The main feature of these solutions is that they are tailored to the needs of the client, both from a functional and from a front end perspective. The implementation of projects that rest on an already available engine and on an extensive and curated database allows a reduction in project times and costs, as well as a benefit from the continuous developments that Deus makes, both in terms of technology and of the available tools.

Robo Advisory

Computational platform that allows Banks to automate the consultancy process. Details

Advanced Advisory

Platform that supports, with APIs and widgets, the construction of a new front-end or the extension of existing front-ends, to evolve the advisory service according to MIFID 2.  Details

Engagement Tools

App and Tools dedicated to the prospect.  Details

Compliance & Risk MiFID

Outsourcing services for the legal documentation supporting asset management. Details

Deus T1

The application for asset and wealth management professionals.  Details

Deus technology, together with the highly specialised expertise of the team, allow for the implementation of innovative solutions in different contexts:

Robo Advisory

Automated consultancy for the retail market for the creation of advisory services aimed at the end client and/or to support the bankers’ network in the consultancy process with a push strategy, indicating which clients to contact, for what reason and with a specific investment solution attached.

Advanced Consultancy

“One to one” consultancy for wealth management, also integrated with the basic consultancy platforms that are already operational.

Engagement

Solutions for the Bank portal to intercept potential new clients with specific tools, as well as with the gamification of financial topics.

Client Investments Portal

Solutions to allow bank clients access to their investment portfolio and/or to individual financial product and be assisted in “self service” mode.

Adequacy

Solution to meet the regulatory requirements regarding the adequacy of offers to clients.

Reporting

Sophisticated product and portfolio reporting engine in which the graphical definition of the templates is in the hands of marketing users.

Compliance

Full outsourcing service for all legal documents necessary to place managed assets, as well as for the production of marketing product datasheets

Outsourcing service for Back Office activities in portfolio aggregation projects, for third-party client portfolios. – Outsourcing service for specific information gathering activities for Funds such as holdings, currency hedges, KIID risk, etc..


OUR PARTNERS

We have long-standing collaborations with innovative companies that allow us to always be at the forefront of financial technology.

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WE WORK BESIDE OUR CLIENTS TO UNDERSTAND THEIR NEEDS AND CONNECT THEM WITH THEIR CLIENTS WORLDWIDE

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