Fund Management Dashboard

 

Fund Management Dashboard is a solution developed to provide and support banking functions such as:

 

  • Marketing & Sales Management
  • Customer Support
  • Sales Network
  • Dayly Operations

 

 

Every operator involved in the handling of products and services needs to monitor sales performance, verify the achievement of objectives, and measure and control the efficiency of administrative back office activities.

  

Integrated with Sicav/Fund Management products, the Dashboard offers bank or distributor contact channels an open and flexible tool for the use and analysis of data.

 

The Dashboard can be easily enriched with information from other sources and is structured with specific indicators capable of simulating different scenarios and data projections.


 

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