Eximius is a multichannel, multi-entity, multi-device software platform that automates the daily challenges of wealth managers. It brings unprecedented efficiency to routine tasks such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement and attribution.
- Empower portfolio managers and create front-office efficiency;
- Manage risk exposure effectively and risk proactively by automatically pushing relevant information to every level of the organisation;
- Ease the compliance burden of meeting regulatory requirements and demonstrate transparency of decisions;
- Maximise client relationships identifying performance gains faster and providing more frequent consistent professional advice;
- Increase profitability concentrating on the most profitable clients/business areas and reduce operational costs.