Cybex GPF

Project Description

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 …)