Wealth Allocation service
Our Wealth Allocation service is aimed at managers that help their clients, either on a discretionary or advisory basis, to allocate their holdings in line with market developments. In a few simple steps, you can re-allocate thousands of clients' holdings as necessary to correct for market fluctuations, and without triggering a wave of transaction fees.
You can also on an ad-hoc basis replace individual investments, whole industries or regions if anything unexpected happens that requires a quick entry into or exit from a market.
What does the service include?
Asset Management Products
Turn your investment strategies into products and keep track of the client base following them.
Accounting records according to your chosen chart of accounts. Export the records via SIE export to a bookkeeping system.
Publish market information and monthly reports to your clients. Manage information using your own online portal for your clients.
Analyse your overall investments with the help of drill-down and carve-out functions.
Calculate risk and return at different levels of aggregation or using different methods.
Monitor compliance with the regulations you have drawn up for your business.
Analyse what drives your business forward by measuring earnings and changes in assets under management.
Why choose Centevo?
We are Centevo: A Profile company that develops its offer and services at a rapid pace, driven by its clients' agendas. Our digital services platform is revised and updated continually.
Centevo is a comprehensive service provider of both digital and business services. Our back office support makes you feel as if you are working with your own colleagues who are just in office next door, with everything happening in real-time in your web browser. We can cover the entire process from digital KYC through to interface to your client's custodian, with interfaces to all relevant Nordic financial institutions and the major institutions outside the Nordic region.