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Client Focus - Web-based Solutions
Wealth Management – Customized Solutions for a holistic advisory approach
Financial organizations have to meet increasingly high standards when it comes to providing advice to demanding private investors. At the same time, competitive pressure is mounting, financial markets are growing more complex and legal regulations are increasing. Financial organizations need to successfully differentiate themselves within the market.
Interactive Data develops and maintains a range of PrimePortal solutions which are used by leading financial institutions in Europe and America to help meet their wealth management needs. These web-based applications are designed to support customer workflows, advisory processes and to help with client reporting.
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Consultancy and customized applications
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Mapping of specific advisory and sales processes
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Easy-to-use applications
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Integrated portfolio applications
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Extensive international financial market data
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State-of-the-art chart analysis and financial information search
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Advanced portfolio tracking and web-based reporting tools
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Seamless integration of proprietary information, such as research and analysis
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A flexible market data platform which can form the basis for rapid, cost-efficient implementation
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Hosted solutions with high security and availability standards
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Customized permissioning, entitlement and reporting for cost controlling purposes