Cybex GPF is a web application designed for market intermediaries it can run on any browser and requires no installation. This solution was designed to facilitate the work of a Portfolio Manager.
It offers all the features of management of Tunisians and foreign clients portfolios.
This solution enables:
- creation, deletion, modification and consulting profiles.
- assignment of clients to profiles predefined by the Manager (Ex: Profile prudent, balanced profile ..).
- calculation of specific performance or Client Profile (TRI).
- procurement, modification and cancellation of a bulk order (depending on filter selected by the manager).
- reallocation of quantities and preparation for integration into backoffice.
- reporting (Portfolio Merged)
- filtering on several indicators (Performance, Treasury, Heritage funds …)