A recommended management close to you: Apollo

Apollo Asset management solution lets you implement a recommended management which is crucial to the customer. With the help of an advanced database with clients and a great management of contacts, the solution is perfectly equipped to provide you a quality service.

The Apollo repository is rich and collects all useful information on customers, their accounts, their contracts and their family ties or their legal representatives. It also records the characteristics linked to MiFID in order to understand the client’s experience thus precisely defining its investment horizons and target market; the appropriateness and customer protection is at the heart of Apollo Asset management tool.

Keeping in touch with clients being a priority, Apollo lets the advisor make appointments with clients, enter interview reports and view trade history.

The recommended management module also sets up contact follow up and alert activation in case there are customers insufficiently contacted or non-contacts: the client proximity is at the heart of Apollo Asset management tool.

A good knowledge of the customer also goes through the documentation: Apollo has its own documentation module allowing the manual or automatic addition of customer documents and historical data management: customer follow-up is at the heart of Apollo Asset Management tool.

Apollo FIM Architecture

The Apollo FIM solution enables Asset Management Companies to manage funds. So, Apollo FIM is built on a robust, secure and ergonomic-centric architecture.

On the one hand, and in order to allow the solution to be deployed, the “Apollo Smart Client” a Java application transparently and securely downloads via the HTTPS protocol over your corporate network. In order to meet technological standards, business services are deployed in the form of web services. In addition, the SSO authentication mechanism meets security standards. In summary, the Apollo Smart Client: 

• Allows a ‘single click’ activation of applications.  
• Ensures that the most recent version of the application is running.  
• Does not involve any complex installation or upgrade procedures. 

On the other hand the ergonomics of Apollo FIM is a major advantage thanks to its fluidity and efficiency. It offers a dynamic interaction between the different application views. In addition, in order to facilitate management, it is possible to customize the screens by considering aggregations, sorting criteria or even different filters available, which allows better use according to needs.

Are you future ready?

If you want to move up the success ladder of asset management, our solution, Apollo Asset Management is for you.

Do you want to be the all time best in your field and dominate your market?

However, do you still use the traditional portfolio management methods?

Using conventional methods for your asset management can lead to manual errors and therefore impact the costs and productivity of the business as a whole.

If you really want to stand out from your competition, you need to improve your methods of wealth management.

Discover a whole new world of financial asset management, where you can manage assets in innovative ways that you never would have thought possible.

Therefore, we are proud to introduce Apollo Asset Management Software to you.

Apollo, we help you do more