{"id":885,"date":"2020-08-18T10:42:25","date_gmt":"2020-08-18T10:42:25","guid":{"rendered":"https:\/\/apollo-fo.com\/am\/?p=885"},"modified":"2020-10-06T14:57:42","modified_gmt":"2020-10-06T14:57:42","slug":"tableaux-de-bord-rcci-pour-la-gestion-privee","status":"publish","type":"post","link":"https:\/\/apollo-fo.com\/am\/en\/tableaux-de-bord-rcci-pour-la-gestion-privee\/","title":{"rendered":"RCCI dashboards for private wealth management"},"content":{"rendered":"<p>In <a href=\"https:\/\/www.boursedescredits.com\/lexique-definition-gestion-privee-2222.php#:~:text=Lorsqu'un%20particulier%20dispose%20de,d%C3%A9finira%20les%20objectifs%20%C3%A0%20atteindre.\">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.<br>This database allows the supervision of activities with a management point of view of an asset management company.<br><a href=\"https:\/\/apollo-fo.com\/am\/en\/produits-pwm\/\">Apollo PWM<\/a> Apollo PWM can provide many such reports. The usually desired format of our clients is often Excel in order to allow the teams of Compliance and Internal Control to rework on their existing data. However, <a href=\"https:\/\/apollo-fo.com\/am\/en\/\">Apollo Asset Management<\/a> can also produce final reports in a PDF format.<br><a href=\"https:\/\/apollo-fo.com\/am\/en\/produits-pwm\/\">Apollo PWM<\/a>uses its flexible architecture to produce reports tailored to each client\u2019s needs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">RETENTION OF Compliance and Internal Control DATA<\/h2>\n\n\n\n<p><br>The conservation periods of compliance and internal control dashboards is generally twelve months for a monthly analysis perimeter. This could also go beyond two years for an annual analysis.<br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">SYNTHETIC RESTITUTION<\/h2>\n\n\n\n<p><br>Dashboards are available to compliance and internal control managers from your Apollo, a dedicated portal. Given the sensitive nature of this data, the security is unbreakable for intruders; strict security and access systems are installed. The list of incoming reports is calculated daily which makes users always ready for usage in the <a href=\"https:\/\/apollo-fo.com\/am\/en\/\">Apollo Asset Management<\/a> database.<br><br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Here are SOME examples OF our REPORTS<\/h2>\n\n\n\n<p>The segmentations are multiple, and <a href=\"https:\/\/apollo-fo.com\/am\/en\/produits-pwm\/\">Apollo PWM<\/a> produces dashboards adapted to different consumer needs. We illustrate<a href=\"https:\/\/apollo-fo.com\/am\/en\/\">Apollo Asset Management<\/a> 's rich coverage through a few examples.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"2304\" height=\"1728\" src=\"https:\/\/apollo-fo.com\/am\/wp-content\/uploads\/2020\/11\/Apollo-Asset-Management-RCCI-EN-.png\" alt=\"\" class=\"wp-image-891\" srcset=\"https:\/\/i0.wp.com\/apollo-fo.com\/am\/wp-content\/uploads\/2020\/11\/Apollo-Asset-Management-RCCI-EN-.png?w=2304&ssl=1 2304w, https:\/\/i0.wp.com\/apollo-fo.com\/am\/wp-content\/uploads\/2020\/11\/Apollo-Asset-Management-RCCI-EN-.png?resize=300%2C225&ssl=1 300w, https:\/\/i0.wp.com\/apollo-fo.com\/am\/wp-content\/uploads\/2020\/11\/Apollo-Asset-Management-RCCI-EN-.png?resize=1024%2C768&ssl=1 1024w, https:\/\/i0.wp.com\/apollo-fo.com\/am\/wp-content\/uploads\/2020\/11\/Apollo-Asset-Management-RCCI-EN-.png?resize=768%2C576&ssl=1 768w, https:\/\/i0.wp.com\/apollo-fo.com\/am\/wp-content\/uploads\/2020\/11\/Apollo-Asset-Management-RCCI-EN-.png?resize=1536%2C1152&ssl=1 1536w, https:\/\/i0.wp.com\/apollo-fo.com\/am\/wp-content\/uploads\/2020\/11\/Apollo-Asset-Management-RCCI-EN-.png?resize=2048%2C1536&ssl=1 2048w, https:\/\/i0.wp.com\/apollo-fo.com\/am\/wp-content\/uploads\/2020\/11\/Apollo-Asset-Management-RCCI-EN-.png?resize=16%2C12&ssl=1 16w, https:\/\/i0.wp.com\/apollo-fo.com\/am\/wp-content\/uploads\/2020\/11\/Apollo-Asset-Management-RCCI-EN-.png?resize=700%2C525&ssl=1 700w\" sizes=\"(max-width: 1170px) 100vw, 1170px\" \/><\/figure>\n\n\n\n<div style=\"height:190px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link\" href=\"https:\/\/apollo-fo.com\/am\/en\/\">Home Page<\/a><\/div>\n\n\n\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>En gestion priv\u00e9e il est tr\u00e8s important de fournir aux responsables de la conformit\u00e9 et du contr\u00f4le interne (RCCI), des tableaux de bord synth\u00e9tiques. Ces restitutions s\u2019adressent \u00e9galement aux responsables de gestion.Ces rapports permettent le pilotage de l\u2019activit\u00e9 au niveau de la direction de la soci\u00e9t\u00e9 de gestion.Apollo PWM est en mesure de fournir un [&hellip;]<\/p>","protected":false},"author":1,"featured_media":907,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-885","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tableaux de bord RCCI pour la gestion 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