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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 …)