eXact solution for Tied agents / Retail Banking
eXact solution can be quickly and efficiently integrated as iFrame in the Web site of the Customer, with customizable applications draw on specific customer requirements with a special focus to tied agents and retail banking
display the factsheet of each instrument (with value-added content on investment funds and bonds) produce content (PDF, custom fact sheets, recommendations to the final customer, etc. ..) update the watch list and allow easy comparison with model portfolios created by the financial advisory center integrate contents with real-time market data |