Contact

Evolve Ltd., Pot za Brdom 100, 1000 Ljubljana, Slovenia, T: +386 1 244 47 00, F: +386 1 244 47 10, E: info@evolve.si

News

GDPR and MiFid II support

In the last year our program solutions were developed to support our clients in terms to meet the l...

In the last year our program solutions were developed to support our clients in terms to meet the latest requriements of MiFid II regulations as well as GDPR - General Data Protection Regulations. If...

News archive

Kažipot
Shark.AM

Shark Asset Management System (Shark.AM)

Shark.AM is a module for asset managers. Its tasks are:

  • to create reviews of managed portfolios,
  • to simplify order placements with joint accounts,
  • to present managers up-to-date risk related information.

These tasks are accomplished by means of the following functionalities:

  • reviews of client portfolios (tabular, graphical, review of movements, yields, comparison with benchmarks),
  • management reviews (summary reviews),
  • reviews by financial instruments,
  • allocation of resources (creation and placement of orders),
  • risk management (compliance with investment policy, risk statistics for financial instruments),
  • reports to clients.
Lightbox Gallery
Management of investment policies<br><br>
Management of investment policies

Review of management - related data
Review of management - related data
Calculated risk levels for different securities
Calculated risk levels for different securities
Order composition for individual clients<br><br>
Order composition for individual clients

Composition and printout of a quarterly report for clients
Composition and printout of a quarterly report for clients
Solutions
References:
 
 
CopyRight

© 2010 Evolve Ltd. All rights reserved.

Sitemap        Legal information    Privacy policy    About authors