10.12
Family Offices
info@
omega-financial-solutions.com
31 rue la Boétie
75008,
Paris
Contact
EN
FR
Home
About Us
Why Gaia
Our Clients
Fund Managers
Own Portfolio Managers
Insurance Portfolio Managers
Discretionary Portfolio Managers
Brokerage
Family Offices
Custody Managers
Gaia
Portfolio Management System
Order Management System
Risk & Compliance
Performance & Simulations
Backoffice & Custody
Cash & Collateral
Reporting Toolbox
Connectivity
Join Omega
News
Contact
Login
FR
Home
About Us
Why Gaia
Our Clients
Fund Managers
Own Portfolio Managers
Insurance Portfolio Managers
Discretionary Portfolio Managers
Brokerage
Family Offices
Custody Managers
Gaia
Portfolio Management System
Order Management System
Risk & Compliance
Performance & Simulations
Backoffice & Custody
Cash & Collateral
Reporting Toolbox
Connectivity
Join Omega
News
Our Clients
Family Offices
All what you need to incorporate and monitor your investment strategies
and efficiently and automatically communicate investments and performances. Here is a non-exhaustive list of the key features:
Asset and Liabilities Management
(all security types, all currencies)
(all security types, all currencies)
A dedicated CRM to keep track of all customer interactions
Automatic SMS and Emails to keep your clients up to date
Valuation and Performance metrics calculations
Legal constraints management
(ex-post and ex-ante)
(ex-post and ex-ante)
Investment thesis management
(user-defined ex-ante and ex-post management constraints)
(user-defined ex-ante and ex-post management constraints)
Detailed reportings
(in different formats such as Excel and PDFs)
(in different formats such as Excel and PDFs)
A connected and interfaced tool, access to Web APIs and to an open SQL database Schema
and efficiently and automatically communicate investments and performances. Here is a non-exhaustive list of the key features:
Fund Managers
Own Portfolio Managers
Insurance Portfolio Managers
Discretionary Portfolio Managers
Brokerage
Custody Managers
Contact Us