The core activity of FINAMIC SERVICES SA is the development and distribution of solutions for Family Offices, asset managers, securities firms, pension funds and other financial intermediaries, particularly in the areas of strategic outsourcing and back office support. The company also offers software developments and services such as asset analysis, asset management and private banking.
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Solutions for family offices, wealth managers, trusts and other financial intermediaries: consolidation of assets, risk analysis, performance, costs, lookthrough, reporting and secure web access.
Portfolio management and client relationship for asset managers
Portfolio management system, OMS, integrated CRM, onboarding, compliance, AML, multi-entity, reporting and billing to manage client relationships and daily operations.
Omnibus platform and order execution for dealer brokers
Platform for dealer brokers and private banks: omnibus module, order management, security accounting, commissions, billing, reporting, document archiving and secure access to the client e-banking.
Wealth consolidation software Atrium 360°
Wealth consolidation and reporting software for family offices and other financial intermediaries: 360° view, configurable consolidation, performance, fee management and web access.