financial-1 is a system with a modern and intuitive user interface. The app provides secure access to all customer, custody and transaction data via the Internet. Whitelabeling with your CI colors and logos, as well as newsfeeds with your messages are effective tools to strengthen your corporate identity. The sales staff has access to a comprehensive securities database with current price data and data feeds. By taking into account the risk profiles of investors and your company's compliance policies, your advisors will be supported with investment proposals. The activation for the end customer is also possible: the direct insight into the own depot also shows the user that your company is up to date.
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