{"id":11741,"date":"2022-11-24T15:01:17","date_gmt":"2022-11-24T14:01:17","guid":{"rendered":"https:\/\/promak.asseco.com\/promak-fd\/"},"modified":"2023-10-17T15:51:36","modified_gmt":"2023-10-17T13:51:36","slug":"promak-fd","status":"publish","type":"page","link":"https:\/\/promak.asseco.com\/en\/promak-fd\/","title":{"rendered":"PROMAK FD"},"content":{"rendered":"

[vc_row enable_grid_lines=”” css=”.vc_custom_1543578114033{margin-right: 6% !important;margin-left: 6% !important;}” simple_background_color=”#ffffff”][vc_column][rev_slider_vc alias=”Promak-FD-BZ_2-ENG” enable_paspartu=”no”][vc_empty_space height=”100px”][\/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” css=”.vc_custom_1665647110354{margin-top: -5% !important;background-color: #f2f7ff !important;}” simple_background_color=”#f2f7ff” anchor=”funkcjonalnosci”][vc_column][vc_empty_space height=”0px”][\/vc_column][\/vc_row][vc_row enable_grid_lines=”” css=”.vc_custom_1665647094331{padding-bottom: 90px !important;}” simple_background_color=”#f2f7ff”][vc_column][vc_row_inner enable_grid_lines=””][vc_column_inner]

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\n\t\t\t\tPROMAK FD\t\t\t<\/h2>\n\t\t \t\t\t<\/div>\n<\/div>
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\n\t\t\t\tcomprehensive management\t\t\t<\/h2>\n\t\t \t\t\t<\/div>\n<\/div>
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\n\t\t\t\t of clients\u2019 assets.\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-2 vc_col-lg-8 vc_col-md-offset-1 vc_col-md-10″]
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\n\t\t\t\tGet comprehensive support at every stage of client service \u2014 from service sales, order processing to document processing. Check out what other benefits PROMAK FD offers.\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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\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\tCompleteness<\/span>\n\t\t\t\t\t\t\t<\/h5>\n \t\t\t\t\t\t\t

It provides full knowledge about clients, and ensures reliable and efficient execution of orders.<\/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\tSpeed<\/span>\n\t\t\t\t\t\t\t<\/h5>\n \t\t\t\t\t\t\t

It provides immediate and complete information on the investment portfolio.<\/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\tConvenience<\/span>\n\t\t\t\t\t\t\t<\/h5>\n \t\t\t\t\t\t\t

It supports customer communication by providing online data in a clear and attractive graphic form.<\/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_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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\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 provides automation of client service activities with a customized advisor schedule.<\/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\tSupport<\/span>\n\t\t\t\t\t\t\t<\/h5>\n \t\t\t\t\t\t\t

It facilitates the organization of the work of each advisor, systematizing and supervising the implementation of individual tasks.<\/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\tAccess 24\/7<\/span>\n\t\t\t\t\t\t\t<\/h5>\n \t\t\t\t\t\t\t

It allows constant access to information about clients\u2019 assets from any device connected to the Internet.<\/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_1662475680928{padding-top: 80px !important;padding-bottom: 150px !important;}” anchor=”mozliwosci”][vc_column offset=”vc_col-lg-6 vc_col-md-12″]

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\n\t\t\t\tNew quality
of client wealth management\t\t\t<\/h3>\n\t\t \t\t\t<\/div>\n<\/div>
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\n\t\t\t\tPROMAK FD improves communication and delivery of investment advisory and Wealth Management services. Check out what else PROMAK FD provides.\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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Controlling and maintaining the required level of compliance.<\/p>\n\t

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Performance analysis based on GIPS standards.<\/p>\n\t

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Integration with existing IT solutions, such as back office.<\/p>\n\t

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An open and responsive architecture.<\/p>\n\t

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Report generation available 24\/7.<\/p>\n\t

<\/p>\n<\/div>[vc_empty_space height=”30px”]\n System abilities<\/span>\n <\/span><\/a>\t\t<\/div>\n\t<\/div>\n<\/div><\/div>[\/vc_column][vc_column offset=”vc_col-lg-6 vc_col-md-12 vc_hidden-sm vc_hidden-xs”][vc_single_image image=”9225″ img_size=”large” style=”vc_box_rounded” css=”.vc_custom_1662475324972{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 row_content_width=”grid” enable_grid_lines=”” enable_skewed_section_effect=”yes” skewed_section_effect_top=”yes” css=”.vc_custom_1665566996615{padding-top: 150px !important;padding-bottom: 50px !important;}” anchor=”mozliwosci_cd” 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\tPROMAK FD\t\t\t<\/h2>\n\t\t \t\t\t<\/div>\n<\/div>
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\n\t\t\t\tadvisor essentials\t\t\t<\/h2>\n\t\t \t\t\t<\/div>\n<\/div>
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\n\t\t\t\tThe system was built from scratch in close cooperation with the best experts in the field of Wealth Management with excellent knowledge of the conditions and specifics of the capital market. Learn about the features of PROMAK FD.\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_1662388206711{padding-top: 20px !important;padding-bottom: 100px !important;}” simple_background_color=”#f2f7ff”][vc_column offset=”vc_col-lg-6 vc_col-md-12″]

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\n\t\t\t\tInformation management\t\t\t<\/h3>\n\t\t \t\t\t<\/div>\n<\/div>[vc_empty_space height=”36px”]
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Client service \u2014 recording data, contracts and assets, updating them and generating documents.<\/p>\n\t

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Client information records \u2014 complete classification according to various criteria and profiles, including MiFID compliance.<\/p>\n\t

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Immediate selection of investment proposals, best correlated with the client's profile.<\/p>\n\t

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Review of all documents and contracts concluded with the client.<\/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=”9236″ img_size=”large” style=”vc_box_rounded” css=”.vc_custom_1662475390304{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_1662388333590{padding-top: 60px !important;padding-bottom: 60px !important;}” simple_background_color=”rgba(255,255,255,0.01)”][vc_column offset=”vc_col-lg-6 vc_col-md-12″ el_id=”fd_1″][vc_single_image image=”9233″ img_size=”large” style=”vc_box_rounded” css=”.vc_custom_1662475409682{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″ el_id=”fd_2″]

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\n\t\t\t\tSimulation of client investments\t\t\t<\/h3>\n\t\t \t\t\t<\/div>\n<\/div>[vc_empty_space height=”36px”]
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Simulation of investment activity by expanding the scale of investments or modifying them.<\/p>\n\t

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Interactive presentation of results according to, among others: return rate, investment period, risk level or amount of deposits and withdrawals.<\/p>\n\t

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Forecast best-fit strategies with predicted investment value.<\/p>\n\t

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Updating the estimate by changing the value of the input parameter.<\/p>\n\t

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Comparison of strategy profitability with benchmarks or alternative proposals for a specified amount and investment period.<\/p>\n\t

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Presentation of the share of each asset category in the selected investment strategy.<\/p>\n\t

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\n\t\t\t\tAsset analysis and client portfolio structure\t\t\t<\/h3>\n\t\t \t\t\t<\/div>\n<\/div>[vc_empty_space height=”36px”]
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Graphical visualization of valuation assets and portfolio profitability.<\/p>\n\t

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Presentation of clients\u2019 investment status, including the valuation status and structure of all top-down portfolios, transaction history, as well as a statement of commissions and fees.<\/p>\n\t

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Presenting indicators of how clients\u2019 portfolios match any investment strategy or benchmark.<\/p>\n\t

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Documenting investment methods based on the history of completed transactions.<\/p>\n\t

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Creation of statements showing the costs incurred by the client.<\/p>\n\t

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\n\t\t\t\tInvestment service and advisor support\t\t\t<\/h3>\n\t\t \t\t\t<\/div>\n<\/div>[vc_empty_space height=”36px”]
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Support in handling investment strategies, recommendations and client orders.<\/p>\n\t

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Indicating orders for execution, while being able to place other orders.<\/p>\n\t

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Handling the receipt of orders, their authorization with clients\u2019 signatures and automatic referral for execution.<\/p>\n\t

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Providing clients with documents confirming the order or sending them to the indicated e-mail address.<\/p>\n\t

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\n\t\t\t\tAutomated communication with clients\t\t\t<\/h3>\n\t\t \t\t\t<\/div>\n<\/div>[vc_empty_space height=”36px”]
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Provision of information on generated documents and events in the investment portfolio.<\/p>\n\t

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Setting reminders for performing certain activities in the system.<\/p>\n\t

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Maintaining an individual schedule of advisor recording and controlling task information.<\/p>\n\t

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Access to contact history, submitted recommendations and analysis, as well as executed sales processes.<\/p>\n\t

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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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