Securities Asset

Complete asset and client handling
with professional account management

  • Separate or integrated front and back-office modules
  • Flexible net asset valuation, stock pairing, limit and liquidation monitoring
  • Built in pre-checks with task station management
  • Portfolio optimization, model portfolios, and continuous performance monitoring
  • Automated data import from different sources
  • Multi-level authorization
  • User specific reports

Quantifiable effects of
advisory digitalisation


20 billion in industry cost reduction due to automation


100% resilience due to manual process removal in times of crisis like a pandemic


35% cost efficiency improvement can be reached in the securities sector but it requires a future-focused approach

Securities asset core features


See why our partners chose Securities Asset, and download the datasheet or schedule a demo!

  • Request a demo
  • Get the datasheet

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