We have developed TopInvest, a Portfolio Management System for wealth managers, fund managers, family offices, pension funds, private banks and other financial players. It enables the consolidation of your assets (financial and intangible such as Real Estate, Art, Unlisted securities) held with various banking institutions, including costs and monthly reporting.
TopInvest allows the launch of customisable analyses and the generation of global and individual stock market orders. The daily management of portfolios becomes easier, and allows the portfolio manager to be more responsive to the markets. In addition, the automatic recovery of bank and financial flows allows the reduction of back office costs.