Pegasus PRIVATE MANAGEMENT

PRODUCT DESCRIPTION

Front-end web for portfolios analysis and private clients management.

 

Personal financial planning

The application has the ability to:

  • Insert a standard questionnaire to determine client risk profile and models of portfolio;

  • Compare securities' portfolio  at both report and CIC level, with the asset of reference determined by automatic allocation based on questionnaire's responses;

  • Display clients portfolio subdivided by compartments set by PFP, indicating profitability by single compartment;

  • Customize portfolio reclassification based on individual needs, taking into account the different characteristics of securities;

  • Display  portfolio's securities and liquidity status associated to user's ID: all Dossier are shown singularly by dossier/currency/total type, the balance value and unsettled values. It's possible to obtain, for each Dossier, details for all held securities including their price on  previous day close of business, current price and its percentage variance on closing price. 

 

 

  

PORTFOLIO ANALYSIS

PegasusWeb allows operators to monitor structure and composition of clients portfolio through functions of:

  • Real time graphic creation for a more efficient monitoring of client/bank portfolio;

  • Historical depth of client/bank portfolio data;

  • Individual Client portfolio consulting  through grouping of all client's reports in  a single screen;

  • Portfolios reclassification according to risk criteria indicated by Banca d'Italia;

  • Advanced management of Marketing card;

  • Client's status reports;

  • Reports of meetings with client;

  • Clients Securities' Centralized Administration;

  • Analysis of clients in phase of disinvestment;

  • Meeting-type code insertion;

  • Client's yield calculation;

  • PDF reporting of risk profile and questionnaire;

  • Clients' anagraphical data reporting;

  • Reports management.

  • Portfolios aggregation at bank, branch, private or broker levels.