Advanced Advisory


HOW DOES IT WORK

 

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.


Main Features

5

The Deus engine exhibits APIs orWidgets to allow extreme front-end customization

5

The Deus engine also integrates with existing solutions

5

The Deus engine is naturally “mobile”, so it allows the development of advisory front-ends for tablets with digital designs, to facilitate communication with the customer

5

Deus off ers a “centre vs. periphery” solution: through the use of the T1, the centralized Advisory Desks, they produce content, which is then spread to the network and to the end customer


Main features covered

5

Product selection (guided or free)

5

Existing portfolio diagnosis

5

Simulation and reallocation

5

Product analysis and comparison

5

Reporting

Database

5

Italian Mutual Funds

5

Authorised Foreign Funds

5

Unauthorised Foreign Funds

5

Open pension funds

5

Insurance funds

5

Hedge funds

5

Etf

5

Shares

5

Bonds

5

Indexes

5

Currencies

5

The historical series pertaining to the client can be integrated in the dataset.