As its crucial to have access to the history if data changes in a financial institution, Apollo Asset Management offers an audit trail which covers the all the information handled by the users of the Apollo Asset management solution.
Each modified information passes through the centralized log system which first registers the data and then modifies the author, the date and finally the hour of the change.
This audit trail is easily at your disposal and is accessible with a single click for each business entity (portfolio, client, mandate, model, etc.)
Adding new information does not require any further development: the audit trail is typically integrated onto the heart of Apollo..
As it is equally essential to be able to reconstruct the chronology of some treatments, Apollo Asset Management offers a workflow system where each step is recorded.This functionality offers a complete follow-up of the actions carried out by the users and makes it possible to easily link the two business actions: fluidity and wealth of information are among the priorities of the Apollo Asset Management solution.
The multi-establishments solution provides a structure, perfectly adapted to the business organization of asset management companies.
Apollo PWM is particularly suitable for companies based on several geographical locations or for branch networks.
In other words, we put forth the organizational structure in a simpler way, such as a tree structure and breakdown management centers. We offer segmentation by regions, management platforms or agencies.
Furthermore, for each element of the tree structure, we can associate one or more users. Specifically, a user can monitor and work on different branches of a domain. He could do the same without having a domain of his own and can intervene only the portfolios of his own goodwill. le domaine d’intervention. Dans ce cadre, un utilisateur peut intervenir sur des branches différentes du domaine. Il peut également ne pas avoir de domaine et intervenir uniquement que sur les portefeuilles de son fond de commerce propre.
Apollo also declines some user profiles in the way specified by the management.
With the Apollo Asset Management solution, a manager can henceforth have access to the activities of all his subordinates under different geographical locations.
MULTI-ESTABLISHMENT ALSO GUARANTEES THE WATERPROOFING OF DATA
Apollo PWM guarantees data protection between different organizational units. Our solution makes it possible to secure the authorization of users with different business motives.
The organizational structure also makes it possible to manage the delegation of authority. This can be held over a long period or a certain pre-defined period, including “Intraday” . The manager can thus choose the delegated and delegated managers.
SHARE COMMON DATA AND SPECIFICALLY ACCESS OTHER INFORMATION
Apollo Asset Management solution makes it possible to share some common data and give specific access to other information. There are many examples where it is necessary to personalize management behavior by institution. We list a few of them below.
The advancement of referential values, at a specific manner by the asset management company.
The constraints management is either very common or declined by the management.
The activation of controls: configuration so that the users can receive control reports, production frequency, etc.
The general circle of orders: transmission channels, list of brokers by channel, maximum amount to subscribe for pre-centralization, securities authorized for trading, etc.
Les Management reports: logo, colors, legal notices, etc.
With this flexibility in configuration , Apollo Asset Management tool can be integrated into any department within financial institutions.
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.
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