Portfolio Developers service
The fluctuating nature of the financial markets in today's capital-rich world makes skilful portfolio design all the more important.
Do you put together and tailor-make portfolios or products to match your clients' specific requirements? Or do you do this simply because your clients require a specific return for a specific amount of risk?
What does the service include?
Manage your investment funds. Combine statutory and sales information about your fund and keep track of your client base.
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.