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Capital Markets

Asset Management

Asset Management

The asset management software ensures full automation of asset management, portfolio and fund accounting. Processing typical front-office operations i.e. order management, portfolio modeling and trading as well as middle- and back-office tasks including reconciliation, settlement, accounting, valuation and reporting.

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Wealth Management

Wealth Management

Comarch wealth management software supports a wealth management process from both advisor’s and client’s perspectives. The system comprehensively ensures client relation management, financial needs analysis, optimal asset allocation, objective set-up, post-sale monitoring and reporting as well as self-advisory tools for clients available in various channels (web, mobile, etc.).

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Reporting & Communication Platform

Reporting & Communication Platform

The client reporting software ensures regulatory reporting (AIFMD, UCITS, MiFID) services as well as client reporting. The system reports in a clear and detailed way about client's investment portfolio, the risk associated with it and the achieved investment results. The client reporting tool is available for retail, HNW and institutional clients in various channels (web, mobile, mail).

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Trading

Trading

The stock management system ensures efficient trade processing, effective communication with markets and brokers based on the FIX protocol and full handling of client data, accounts, collaterals, corporate actions, as well as communication with deposits, clearing and settlement institutions in line with the SWIFT standard.

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Post-Trade Processing & Custody

Post-trade Processing & Custody

The custody software supports trading and post-trading activities typical for the sell-side and custody business. When the bank becomes a basic channel enabling trading for a wider group of clients, especially for institutional ones, a need for something more than a broker office arises. Comarch custody system ensures efficient and customized services, safekeeping and security trading via custodian bank.

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  • Your financial and personal assets in one integrated solution

    Comarch Wealth Manager is a unique solution designed especially to manage your wealth. Take care of your assets and liabilities no matter where they are. Consolidate all important information about your wealth in one smart application and stay in touch with your personal advisor any time you need.

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