Back Office Services


Finance

Full platform dedicated to the finance and securities area of Banks, Securities Firms (Italian acronym: SIM) and Asset Management Companies (Italian acronym: SGR).

The provided services range from Customer data management to the processing of the most complex back-office activities:

  • Securities database
  • Transfers management
  • Management of consignees
  • Events on government securities and bonds
  • Events on shares and other equity securities
  • Administrative activities on collective investments schemes and SICAVs (investment companies with variable capital)
  • Management of settlements with counterparties
  • Accounting management
  • Fiscal management
  • Management of subscriptions/switch/divestments of asset management and insurance products

Advantages

• Reduction and variabilization of costs
• Streamlined and more efficient back-office processes
• Several years' expertise