Analysis of the portfolio position enables a clear and quick preview of the current portfolio’s positions and calculated performance ratios (e.g. GIPS standards).
Comarch was included in Business Process Management tools suppliers by independent British BPM analyst Theo Priestley: www.bpmredux.com. Comarch Business Process Management is a modern system designed for modelling and managing business processes in any organization, by employees with no programming skills.
This functionality enables an active performance and risk assessment of the impact of individual assets or asset group’s (sectors, regions, currency, instrument class) on the overall outcome of the investment portfolio.
Assessment of performance sources and the effectiveness of managed portfolios, in the light of selected benchmarks or the competition’s portfolios, is one of the key aspects of an efficient investment portfolio management policy.
Comarch has completed a major phase in the implementation of a sales platform for UNIQA Insurance Group. The Comarch platform (CAFE for Insurance) is a modern front-office solution, which ensures maximum simplicity and automation of the insurance agent’s daily activities.