An efficient portfolio data analysis is essential to qualify the offered product and the correct selection of the best solution for the customer, while the explosion of the offer of founds both in the patrimonial managements, and in the collective ones, and the competition between the different operators requires a continuous disponibility of information by the sales force, together with an operating capacity to manage and trace the customer instructions.

 

The rapid evolution of the situation of markets and the realization of multi market strategies requires in its turn a continuous updating of the position of the single customer and his performace, information which has to reach the sales force wherever it is placed.

 

TAS offers a fifteen years competence specialized in sales force both in the branches, and outside for the development and personalization of a system that can provide:

• development of Business Intelligence according to the data company at disposal, with the task to support the analysis of past or future investment decisions from the customer of sales force
• generation of different profiles of analysis and see in the function of the role and the aim of the analysis
• creation of hierarchies of analysis according to different levels, for example for geography/market/sector or for bank/product/contract
• remote access to the information for the data variation, contract management, forwarding of administrative provisions
• verification of inserted data
• operational functions for the management of contracts and customers, the management of subscriptions, redemption and switch, the keeping position for the customers, contract and movements reports, performance calculations and the daily collection
• functions of sales support with receipt of market data, management of virtual portfolio for the customer, benchmarking, statistics of the single asset, reporting.

The solutions of support to the sales force are also at disposal in terms of modular components, so they can cover all the informative and regulating exigences or be directed to the single analysis, remote access and visualization, provisions.