TAS offers a fifteen years competence specialized in supporting banks and investment funds for the development, integration and personalization of Asset management systems, allowing to:

• Assure a fair coordination and management of operating activities among the protagonists of the process of investment;
• Contribute to the organization of the bank, from the operating flows up to the data distribution strategies, taking into account the macro organizing entities and informative needs per locality;
• Analyse the necessary functions respecting the bank costs structure, in order to make the final process efficient among all the involved protagonists;
• Give an adequate planning of services respecting the customer’s business priorities and exigences;
• Be a single point of contact between the customer and supplier, offering an effective relationship among all the operating parts

The Professional Services assure a consulting support to implement or optimize business processes, while TAS systems assure the improvement of all the main functions of front and back office in addition to the sales force.

A complete, effective and efficient management of the different aspects which form part of the management of individual or collective investments must include:

An optimal management of the relationship with the customers, that include instruments of analysis of customer portfolio, even through personalizable operating dashboards, and the possibility, for the sales force, to be constantly updated about the instructions and results situation.

Front Office

An efficacious portfolio management, that allows to obtain results in line with the orders, enabling the STP for an efficient management of the activities and a monitoring of the market situation.

Back Office

An efficient management of the administrative operations, in order to have an integrated vision of a process more and more separated in compliance with and adequacy of normative obligations.