Reporting systems and portfolio management

Afi Wealth Manager is Afi’s reporting and portfolio management solution. Unlike other solutions, Afi Wealth Manager allows:

• The management of assets of any kind, including derivatives and insurance products (PPI, PPA, unit-linked, life-risk).
• Seamless and often combined integration with MiFID and IDD flows.
• Generation of the regulatory reports associated with discretionary portfolio management, advisory, non-advised sale and RTO processes, among others.
• Integration of financial management and planning into a single tool.
• Integration of our proprietary PMA/RA (performance and risk management and attribution) solution.
• Front-to-back connections with managers, depositories, brokers, routers, underwriters, etc.
• All of the steps necessary to comply with anti-money laundering (AML/CFT) regulations.
• Integration with onboarding processes, support for the generation of inbound strategies, development of ZMOT, teasers, etc.