{"id":134,"date":"2020-07-17T10:53:36","date_gmt":"2020-07-17T10:53:36","guid":{"rendered":"https:\/\/apollo-fo.com\/assetmanagement\/?page_id=134"},"modified":"2021-06-08T13:18:31","modified_gmt":"2021-06-08T13:18:31","slug":"produits-pwm","status":"publish","type":"page","link":"https:\/\/apollo-fo.com\/am\/en\/produits-pwm\/","title":{"rendered":"APOLLO PWM | PRIVATE MANAGEMENT"},"content":{"rendered":"
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What is THE ATOS APOLLO PWM SOLUTION? <\/strong><\/h3>\n\n\n\n

The Atos Apollo PWM solution (private wealth management solution) is aimed at management companies engaged in offering private wealth management services<\/a> , be it mandate management, advisory management or industrial management. Apollo PWM solution also has institutional management functions for mixed management companies. It deals with both private management and fund management. Thus, its architecture is composed of several functionalities as illustrated in the figure below: <\/p>\n\n\n\n

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The Atos Apollo PWM solution also offers Business Intelligence functions allowing extracts for dynamic reporting purposes. It offers an architecture centered around Microsoft \u201cPower BI\u201d, whether or not it is hosted in ATOS data centers. But also help with modeling, measurements, KPIs, multiple visualizations and many other renderings.<\/p>\n\n\n\n

This functionality offers the possibility of producing reports for clients based on the segmentation of portfolios, the history of allocations. Reference completeness or even the crossing of assets by portfolio (according to several criteria) is also considered. Finally, the Apollo PWM BI allows you to have several visualizations with for example Drill-Through, Forage, Tris, Exports, etc. <\/p>\n\n\n\n

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More articles on Apollo PWM<\/h2>\n\n\n\n
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Apollo for a sustainable and a responsible investment strategy<\/a><\/p>\n<\/div><\/div>\n\n\n\n


\u00ab\u00a0A l\u2019heure ou un fran\u00e7ais sur deux d\u00e9clare prendre en compte les enjeux du d\u00e9veloppement durable dans ses choix d\u2019\u00e9pargne …<\/em>\u00a0\" Continue reading<\/a><\/p>\n\n\n\n

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Statement of account in advisory portfolio management<\/strong><\/a><\/p>\n<\/div><\/div>\n\n\n\n

\"In advisory portfolio management, the guidance of the client by the advisor is at the heart of the investment management process. Client portfolio management and analysis are based on the client's knowledge, expertise and understanding of the components of their portfolios. The client experience in...\"<\/em> Continue reading<\/a><\/p>\n\n\n\n

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A RECOMMENDED MANAGEMENT CLOSE TO YOU: APOLLO<\/strong><\/a><\/p>\n<\/div><\/div>\n\n\n\n

\"\u00a0The Apollo Asset Management solution makes it possible to set up recommended management, the central element of which is the customer. With a great knowledge of it's clients and a wonderful management of contacts, the advisor has all the ...<\/em>\u00a0\" Continue reading<\/a><\/p>\n\n\n\n

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RCCI dashboards for private wealth management<\/strong><\/a><\/p>\n<\/div><\/div>\n\n\n\n

\" In private wealth management services<\/a> it is very important to provide those responsible for compliance and internal control (RCCI) with summary dashboards. These feedbacks are also adressed to top managers.
These reports let you... \"<\/em> Continue reading<\/a><\/p>\n\n\n\n

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\"UNE<\/a><\/figure>
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Une solution multi-\u00e9tablissements – Apollo Asset Management<\/a><\/strong><\/p>\n<\/div><\/div>\n\n\n\n

\"\u00a0Apollo Asset Management<\/a> allows you to adapt to a complex organization that responds to the problem of multi establishments<\/strong>. This is the case for... \"<\/em> Continue reading<\/a><\/p>\n\n\n\n