F-RAMS Workstation
F-RAMS Workstation is the user interface of the F-RAMS platform dedicated to the analysis, monitoring and management of financial portfolios.
The main features are dedicated to displaying financial positions (individual portfolios, aggregate, by customer, by operator, by family unit, by region, by organisational structure), to their analysis (risk, performance, and cash handling) , to portfolio optimisation with the construction of model portfolios and benchmarks, to selection of the best titles to be included in the portfolio (through stock picking techniques and scoring), to pricing of illiquid and unlisted securities, to monitoring the investments (thanks to the constraints and alarms), to the generation of single orders or batch orders and to reporting.
The users are financial institutions, primarily asset management company, advisory, family office, custodian banks, for which an offer is outlined to their needs, in part common to all, and in part customised to their individual peculiarities.