Strategic Asset Management service
Our Strategic Asset Management service is aimed at organisations that offer an investment strategy for clients to follow themselves on the basis of advice or by giving the manager a discretionary mandate. You then take asset management decisions according to the strategy independently of your clients' individual targets and requirements.
Our Strategic Asset Management service provides you with sales material that is as good as any other pre-packaged product on the market.
You carry out your asset management with relatively few actions and your strategy is then applied to thousands of followers entirely automatically.
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.