{"id":11713,"date":"2022-11-23T14:07:32","date_gmt":"2022-11-23T13:07:32","guid":{"rendered":"https:\/\/promak.asseco.com\/promak-portfel\/"},"modified":"2023-10-17T16:50:13","modified_gmt":"2023-10-17T14:50:13","slug":"promak-portfolio","status":"publish","type":"page","link":"https:\/\/promak.asseco.com\/en\/promak-portfolio\/","title":{"rendered":"PROMAK PORTFOLIO"},"content":{"rendered":"

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\n\t\t\t\tManage financial\t\t\t<\/h2>\n\t\t \t\t\t<\/div>\n<\/div>
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\n\t\t\t\tinstruments effectively\t\t\t<\/h2>\n\t\t \t\t\t<\/div>\n<\/div>[\/vc_column_inner][\/vc_row_inner][vc_row_inner row_content_width=”grid” enable_grid_lines=””][vc_column_inner offset=”vc_col-lg-offset-3 vc_col-lg-6 vc_col-md-offset-1 vc_col-md-10″]
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\n\t\t\t\tOpt for optimizing your financial portfolio and efficient handling of a wide range of capital market instruments, including:\t\t\t<\/p>\n\t\t\t<\/div>\n<\/div>[\/vc_column_inner][\/vc_row_inner][vc_empty_space height=”120px”][vc_row_inner row_content_width=”grid” enable_grid_lines=””][vc_column_inner width=”1\/4″]

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\n\t\t\t\t\t\t\t\tshares and rights to shares<\/span>\n\t\t\t\t\t\t\t<\/h6>\n\t\t \t\t \t<\/div>\n <\/div>[vc_empty_space height=”35px”][\/vc_column_inner][vc_column_inner width=”1\/4″]
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\n\t\t\t\t\t\t\t\ttreasury and commercial bonds<\/span>\n\t\t\t\t\t\t\t<\/h6>\n\t\t \t\t \t<\/div>\n <\/div>[vc_empty_space height=”35px”][\/vc_column_inner][vc_column_inner width=”1\/4″]
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\n\t\t\t\t\t\t\t\tderivatives<\/span>\n\t\t\t\t\t\t\t<\/h6>\n\t\t \t\t \t<\/div>\n <\/div>[vc_empty_space height=”35px”][\/vc_column_inner][vc_column_inner width=”1\/4″]
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\n\t\t\t\t\t\t\t\tinvestment fund<\/span>\n\t\t\t\t\t\t\t<\/h6>\n\t\t \t\t \t<\/div>\n <\/div>[vc_empty_space height=”35px”][\/vc_column_inner][\/vc_row_inner][vc_row_inner row_content_width=”grid” enable_grid_lines=””][vc_column_inner width=”1\/4″]
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\n\t\t\t\t\t\t\t\tinvestment certificates<\/span>\n\t\t\t\t\t\t\t<\/h6>\n\t\t \t\t \t<\/div>\n <\/div>[vc_empty_space height=”35px”][\/vc_column_inner][vc_column_inner width=”1\/4″]
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\n\t\t\t\t\t\t\t\ttreasury bills<\/span>\n\t\t\t\t\t\t\t<\/h6>\n\t\t \t\t \t<\/div>\n <\/div>[vc_empty_space height=”35px”][\/vc_column_inner][vc_column_inner width=”1\/4″]
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\n\t\t\t\t\t\t\t\tpromissory notes and currencies<\/span>\n\t\t\t\t\t\t\t<\/h6>\n\t\t \t\t \t<\/div>\n <\/div>[vc_empty_space height=”35px”][\/vc_column_inner][vc_column_inner width=”1\/4″]
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\n\t\t\t\t\t\t\t\tparticipation units<\/span>\n\t\t\t\t\t\t\t<\/h6>\n\t\t \t\t \t<\/div>\n <\/div>[vc_empty_space height=”35px”][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row enable_grid_lines=”” css=”.vc_custom_1665566797355{padding-top: 90px !important;padding-bottom: 90px !important;}” simple_background_color=”#ffffff” anchor=”funkcjonalnosci”][vc_column][vc_row_inner enable_grid_lines=””][vc_column_inner]
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\n\t\t\t\tPROMAK PORTFOLIO\t\t\t<\/h2>\n\t\t \t\t\t<\/div>\n<\/div>
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\n\t\t\t\teffectiveness confirmed by quality\t\t\t<\/h2>\n\t\t \t\t\t<\/div>\n<\/div>[\/vc_column_inner][\/vc_row_inner][vc_row_inner row_content_width=”grid” enable_grid_lines=””][vc_column_inner offset=”vc_col-lg-offset-3 vc_col-lg-6 vc_col-md-offset-1 vc_col-md-10″]
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\n\t\t\t\tPortfolio management requires proven and modern investment tools. See what you gain with PROMAK PORTFOLIO\t\t\t<\/p>\n\t\t\t<\/div>\n<\/div>[\/vc_column_inner][\/vc_row_inner][vc_empty_space height=”120px”][vc_row_inner row_content_width=”grid” enable_grid_lines=”” css=”.vc_custom_1551135113022{padding-bottom: 10px !important;}”][vc_column_inner width=”1\/3″ offset=”vc_col-lg-4 vc_col-md-6 vc_col-xs-12″]

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It allows investment in a wide variety of financial instruments<\/p>\n\t\t\t<\/div>\n<\/div>[vc_empty_space height=”35px”][\/vc_column_inner][vc_column_inner width=”1\/3″ offset=”vc_col-lg-4 vc_col-md-6 vc_col-xs-12″]

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\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t \n \n <\/i> <\/span>\n <\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\tAutomation<\/span>\n\t\t\t\t\t\t\t<\/h5>\n \t\t\t\t\t\t\t

It supports bulk order generation process for all portfolios.<\/p>\n\t\t\t<\/div>\n<\/div>[vc_empty_space height=”35px”][\/vc_column_inner][vc_column_inner width=”1\/3″ offset=”vc_col-lg-4 vc_col-md-6 vc_col-xs-12″]

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\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t \n \n <\/i> <\/span>\n <\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\tCooperation<\/span>\n\t\t\t\t\t\t\t<\/h5>\n \t\t\t\t\t\t\t

It works with other systems such as broker or depository systems.<\/p>\n\t\t\t<\/div>\n<\/div>[vc_empty_space height=”35px”][\/vc_column_inner][\/vc_row_inner][vc_row_inner row_content_width=”grid” enable_grid_lines=”” css=”.vc_custom_1551135104724{padding-top: 35px !important;}”][vc_column_inner width=”1\/3″ offset=”vc_col-lg-4 vc_col-md-6 vc_col-xs-12″]

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\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t \n \n <\/i> <\/span>\n <\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\tEfficiency<\/span>\n\t\t\t\t\t\t\t<\/h5>\n \t\t\t\t\t\t\t

It accelerates the implementation of the investment portfolio management process.<\/p>\n\t\t\t<\/div>\n<\/div>[vc_empty_space height=”35px”][\/vc_column_inner][vc_column_inner width=”1\/3″ offset=”vc_col-lg-4 vc_col-md-6 vc_col-xs-12″]

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\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t \n \n <\/i> <\/span>\n <\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\tSecurity<\/span>\n\t\t\t\t\t\t\t<\/h5>\n \t\t\t\t\t\t\t

It provides the highest level of security for transactions.<\/p>\n\t\t\t<\/div>\n<\/div>[vc_empty_space height=”35px”][\/vc_column_inner][vc_column_inner width=”1\/3″ offset=”vc_col-lg-4 vc_col-md-6 vc_col-xs-12″]

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\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t \n \n <\/i> <\/span>\n <\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\tMulti-currency<\/span>\n\t\t\t\t\t\t\t<\/h5>\n \t\t\t\t\t\t\t

It settles transactions concluded on instruments in a multitude of currencies.<\/p>\n\t\t\t<\/div>\n<\/div>[vc_empty_space height=”35px”][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row content_placement=”middle” enable_grid_lines=”” enable_skewed_section_effect=”yes” skewed_section_effect_top=”yes” skewed_section_effect_top_directions=”left-down-right” css=”.vc_custom_1665566765280{padding-top: 80px !important;padding-bottom: 90px !important;}” simple_background_color=”#f2f7ff” anchor=”mozliwosci”][vc_column offset=”vc_col-lg-6 vc_col-md-12″]

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\n\t\t\t\tExplore the
possibilities of\t\t\t<\/h3>\n\t\t \t\t\t<\/div>\n<\/div>
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\n\t\t\t\tPROMAK PORTFOLIO
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\n\t\t\t\tThe system supports companies and institutions engaged in investment activities based on their own or entrusted assets for management.\t\t\t<\/p>\n\t\t\t<\/div>\n<\/div>[vc_empty_space height=”19px”][vc_empty_space height=”19px”]

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Due to its wide range of functions, it is intended for mutual fund and insurance companies, brokerage departments, universal pension companies and other financial companies and institutions.<\/p>\n\t

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It makes it possible to keep full records of clients\u2019 portfolios and all operations carried out (for both cash and securities).<\/p>\n\t

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It performs tasks related to the recording of transactions made, their control and settlement.<\/p>\n\t

<\/p>\n<\/div>[vc_empty_space height=”30px”]\n System abilities<\/span>\n <\/span><\/a>[vc_empty_space height=”30px”]\t\t<\/div>\n\t<\/div>\n<\/div><\/div>[\/vc_column][vc_column offset=”vc_col-lg-6 vc_col-md-12″][vc_single_image image=”9206″ img_size=”large” style=”vc_box_rounded” css=”.vc_custom_1662472711514{margin-left: 5% !important;}” el_class=”.image-shadow { box-shadow: 0 8px 30px 0 rgb(0 0 0 \/ 16%); }”][\/vc_column][\/vc_row][vc_row content_placement=”middle” row_content_width=”grid” enable_grid_lines=”” css=”.vc_custom_1663664174632{padding-top: 80px !important;padding-bottom: 90px !important;}” simple_background_color=”#f2f7ff” anchor=”mozliwosci”][vc_column]

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\n\t\t\t\tGain full control over your investments\t\t\t<\/h3>\n\t\t \t\t\t\t\t

\n\t\t\t\tPROMAK PORTFOLIO provides comprehensive tools for asset management, in-depth portfolio analysis and investment process support. It also enables:\t\t\t<\/p>\n\t\t\t<\/div>\n<\/div>[vc_empty_space height=”19px”][vc_row_inner enable_grid_lines=”” css=”.vc_custom_1663664834447{padding-bottom: 100px !important;}”][vc_column_inner width=”1\/2″][vc_empty_space height=”19px”]

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creating investment strategies and portfolios compatible with them,<\/p>\n\t

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control of user-defined investment limits,<\/p>\n\t

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valuation of portfolios, including according to user-defined methods,<\/p>\n\t

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portfolio profitability analysis and their comparison.<\/p>\n\t

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\n\t\t\t\tBuild a strong investment\t\t\t<\/h2>\n\t\t \t\t\t<\/div>\n<\/div>
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\n\t\t\t\tportfolio\t\t\t<\/h2>\n\t\t \t\t\t<\/div>\n<\/div>
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\n\t\t\t\tPROMAK PORTFOLIO allows institutions to handle investment portfolios comprehensively in a flexible, efficient and reliable manner. Explore the functionalities of the system.\t\t\t<\/p>\n\t\t\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row content_placement=”middle” row_content_width=”grid” enable_grid_lines=”” css=”.vc_custom_1650897630507{padding-top: 20px !important;padding-bottom: 100px !important;}”][vc_column offset=”vc_col-lg-6 vc_col-md-12″]

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\n\t\t\t\tStrategy support\t\t\t<\/h3>\n\t\t \t\t\t<\/div>\n<\/div>[vc_empty_space height=”36px”]
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Defining any number of investment strategies operated according to specific guidelines in a manner aimed at achieving a set investment goal.<\/p>\n\t

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Creation of model strategies for investment portfolios.<\/p>\n\t

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Dynamic management of the content structure of portfolios based on their market prices.<\/p>\n\t

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\n\t\t\t\tOrders and transactions\t\t\t<\/h3>\n\t\t \t\t\t<\/div>\n<\/div>[vc_empty_space height=”36px”]
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Automatic handling of order generation process for all portfolios within a specific strategy.<\/p>\n\t

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Defining an order execution method that ensures optimal alignment of the portfolio structure with the model strategy.<\/p>\n\t

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Creation of synthetic orders, submission of instructions using deferred payment and determination of aggregation and execution.<\/p>\n\t

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\n\t\t\t\tControl of asset limits\t\t\t<\/h3>\n\t\t \t\t\t<\/div>\n<\/div>[vc_empty_space height=”36px”]
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Handling various types of exposure limits resulting from investment policies and legal restrictions.<\/p>\n\t

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Defining exposure limits for all portfolios handled in the system at the client and strategy level and globally.<\/p>\n\t

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Control of exposure limits is an integral part of the automated processes of mass and manual order handling at the pre- and post-trade stages.<\/p>\n\t

<\/p>\n<\/div>[vc_empty_space height=”36px”]\t\t<\/div>\n\t<\/div>\n<\/div><\/div>[\/vc_column][vc_column offset=”vc_col-lg-6 vc_col-md-12″][vc_single_image image=”9204″ img_size=”large” style=”vc_box_rounded” css=”.vc_custom_1662474382466{margin-left: 5% !important;}” el_class=”.image-shadow { box-shadow: 0 8px 30px 0 rgb(0 0 0 \/ 16%); }”][\/vc_column][\/vc_row][vc_row content_placement=”middle” row_content_width=”grid” enable_grid_lines=”” css=”.vc_custom_1652814910125{padding-top: 60px !important;padding-bottom: 60px !important;background-color: #f2f7ff !important;}” simple_background_color=”#f2f7ff”][vc_column offset=”vc_col-lg-6 vc_col-md-12 vc_hidden-sm vc_hidden-xs” el_id=”por_3″][vc_single_image image=”9217″ img_size=”large” style=”vc_box_rounded” css=”.vc_custom_1662474490594{margin-left: 5% !important;}” el_class=”.image-shadow { box-shadow: 0 8px 30px 0 rgb(0 0 0 \/ 16%); }”][\/vc_column][vc_column offset=”vc_col-lg-6 vc_col-md-12″ css=”.vc_custom_1665749740045{margin-left: -5% !important;}” el_id=”por_4″]

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\n\t\t\t\tFee management\t\t\t<\/h3>\n\t\t \t\t\t<\/div>\n<\/div>[vc_empty_space height=”36px”]
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Adjustment of fees to varying requirements of clients, i.e., the ability to define fees charged on the total value of assets under management, as well as on incremental value.<\/p>\n\t

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Calculation of fees in advance or in arrears, definition of billing periods, threshold values, dependent on portfolio return.<\/p>\n\t

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Determination of the method of collection of fees, including their deferral, division into installments and partial or full cancellation.<\/p>\n\t

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VAT calculation.<\/p>\n\t

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\n\t\t\t\tDetermining the return on a portfolio\t\t\t<\/h3>\n\t\t \t\t\t<\/div>\n<\/div>[vc_empty_space height=”36px”]
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Management of evaluation of investment performance, allowing the comparison of the achieved return on the portfolio to the adopted benchmark, including:<\/p>\n\t

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inflation rate,<\/p>\n\t

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stock index,<\/p>\n\t

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financial instrument price,<\/p>\n\t

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interest rate.<\/p>\n\t

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Defining individual benchmarks based on standard or calculated indicators. Information functions.<\/p>\n\t

<\/p>\n<\/div>[vc_empty_space height=”36px”]\t\t<\/div>\n\t<\/div>\n<\/div><\/div>[\/vc_column][vc_column offset=”vc_col-lg-6 vc_col-md-12″][vc_single_image image=”9208″ img_size=”large” style=”vc_box_rounded” css=”.vc_custom_1662474523524{margin-left: 5% !important;}” el_class=”.image-shadow { box-shadow: 0 8px 30px 0 rgb(0 0 0 \/ 16%); }”][\/vc_column][\/vc_row][vc_row content_placement=”middle” row_content_width=”grid” enable_grid_lines=”” css=”.vc_custom_1652814910125{padding-top: 60px !important;padding-bottom: 60px !important;background-color: #f2f7ff !important;}” simple_background_color=”#f2f7ff”][vc_column offset=”vc_col-lg-6 vc_col-md-12″ el_id=”por_5″][vc_single_image image=”9210″ img_size=”large” style=”vc_box_rounded” css=”.vc_custom_1662474550794{margin-left: 5% !important;}” el_class=”.image-shadow { box-shadow: 0 8px 30px 0 rgb(0 0 0 \/ 16%); }”][\/vc_column][vc_column offset=”vc_col-lg-6 vc_col-md-12″ css=”.vc_custom_1665749752447{margin-left: -5% !important;}” el_id=”por_6″]

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\n\t\t\t\tInformation functions\t\t\t<\/h3>\n\t\t \t\t\t<\/div>\n<\/div>[vc_empty_space height=”36px”]
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Reporting valuation of portfolios on the basis of market rates, accrual method and according to purchase prices with the possibility of determining the outgo method.<\/p>\n\t

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Access to an advanced report definition and generation module offering access to more than 400 ready-to-use documents.<\/p>\n\t

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Creation and modification of reports in txt, html and MS Office file formats.<\/p>\n\t

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Compliance with GIPS (Global Investment Performance Standards). Cash flow.<\/p>\n\t

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\n\t\t\t\tCash flow\t\t\t<\/h3>\n\t\t \t\t\t<\/div>\n<\/div>[vc_empty_space height=”36px”]
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Record of information on current and planned cash-flow for the selected portfolio for each day.<\/p>\n\t

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Review of cash-flow statement, including:<\/p>\n\t

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interest payments in subsequent interest periods,<\/p>\n\t

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proceeds resulting from instrument payment operations.<\/p>\n\t

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Obtaining consistent information on transactions automatically added to the account balance.<\/p>\n\t

<\/p>\n<\/div>[vc_empty_space height=”36px”]\t\t<\/div>\n\t<\/div>\n<\/div><\/div>[\/vc_column][vc_column offset=”vc_col-lg-6 vc_col-md-12″][vc_single_image image=”9212″ img_size=”large” style=”vc_box_rounded” css=”.vc_custom_1662474565761{margin-left: 5% !important;}” el_class=”.image-shadow { box-shadow: 0 8px 30px 0 rgb(0 0 0 \/ 16%); }”][\/vc_column][\/vc_row][vc_row enable_grid_lines=”” enable_skewed_section_effect=”yes” skewed_section_effect_top=”yes” skewed_section_effect_top_directions=”left-down-right” anchor=”kontakt” simple_background_color=”#f2f7ff”][vc_column offset=”vc_col-lg-offset-2 vc_col-lg-8 vc_col-md-offset-1 vc_col-md-10″][\/vc_column][\/vc_row][vc_row row_content_width=”grid” enable_grid_lines=”” css=”.vc_custom_1665750393730{padding-top: 100px !important;padding-bottom: 150px !important;}” anchor=”kontakt” simple_background_color=”#f2f7ff”][vc_column offset=”vc_col-lg-offset-2 vc_col-lg-8 vc_col-md-offset-1 vc_col-md-10″]

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\n\t\t\t\tWhat\u2019s your<\/span><\/span> next step?\t\t\t<\/h2>\n\t\t \t\t\t\t\t

\n\t\t\t\tSend us a message.
\nYou will be the first to receive the latest information on the development of PROMAK systems.\t\t\t<\/p>\n\t\t\t<\/div>\n<\/div>[vc_empty_space height=”58px”]\n

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