Offers
A unified response to industrialise asset management activities
Asset management encompasses several spheres of activity, each of which is complex and has very specific characteristics. For instance, a capital investor does not have the same needs as a portfolio manager.
At Viveo, we have designed and developed our software suite to respect these differences, so that all asset management professionals can:
- have access to an easy-to-use solution, yet one that's perfectly adapted to the complexities of their specific functions
- rely on a software suite whose superior modularity and flexibility ensure full coverage of all their business processes
- industrialise processes for optimal performance and greater security
At Viveo, we offer you a specific response adapted to the challenges you face in your business.
Front-to-back approach
The industrialisation of processes has become the new byword for asset management professionals. This is why we have developed our products to allow you to reinforce your scope of action so as to enhance your productivity. To meet this objective, our solution incorporates:
- a user-friendly front office, designed in collaboration with asset managers to facilitate day-to-day management activities while integrating CRM and communications functions
- middle office functions to enhance the security of transactions and automate your exchanges with custodians
- back office functions to support securities account maintenance activities and ensure control of the production environment
Deployed either as specialised business components or assembled in an integrated front-to-back architecture, Viveo’s offering is aligned with your business model and accompanies you throughout all future changes (new services, changes in legal status, external growth operations).
Comply with MiFID while optimising client relations
The MiFID client classification requires institutions to manage their relations with clients using a pragmatic and rational approach. This requirement also can provide a genuine marketing opportunity for your institution. This is why Viveo's solution gives you the means to ensure compliance with standards while providing better service to your clients thanks to features such as:
- Integration of CRM, profiling and constraints to put your clients back at the heart of your business
- Detailed and transparent reporting process
- MiFID-readiness to meet your regulatory obligations
Thanks to Viveo you finally have the means to translate your MiFID constraints into a genuine competitive advantage.
