Portfolio and Order Management
by ERI · Core banking · Geneva, Switzerland
Portfolio management, advisory and order management for wealth managers
About ERI
OLYMPIC Banking System digital platform for core banking, wealth management, payments and fund administration.
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Also by ERI
- OLYMPIC Banking System: An integrated, configurable core banking platform supporting banks and financial institutions across their client lifecycle.
- Core Banking: Functionally rich client-centric core system with integrated front, middle and back-office functions.
- Portfolio Management: Real-time portfolio valuation and performance management with investment strategy support.
- CRM and Client Onboarding: Client-centric experience platform for customer journey management and digitised banking activities.
- Fund Administration: Asset safekeeping and streamlined responsive asset servicing for fund administrators.
- Digital Banking: E-banking and mobile banking solutions for customer self-service and transaction management.
More in this category: Core banking software vendors.
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