eXact is a customizable Web toolset, tailored for your needs.
Software eXact
The eXact platform has been designed and developed as a scalable solution, in terms of managed sectors and related functionalities, to allow both the informative consultation of the surveyed financial products and the production of customisable reports in the field of portfolio analysis and management.
Discover the eXact toolset
The modular eXact Suite platform is designed and built as a scalable solution with an open architecture in terms of managed segments and related functions, to allow both the informative consultation of financial products and the production of customized reports, in the analysis and management of multi-asset portfolios.
This service is aimed at demanding operators (and/or applications) who need reliable and timely financial data. Access to personal data, market data and data recalculated by the appropriate financial calculation engine can be done in real time through Web Services SOAP/RESTful via XML/JSON or on a daily basis through the acquisition of output files via SFTP.
This is an additional service that provides information on the characteristics and consistency of clients’ real estate assets and to verify changes over time as a result of buying and selling transactions. The non-financial assets of the parties, together with the movable assets, can be integrated into the client’s portfolio, in order to allow the banker to analyse and advise on the client’s total assets.
eXact users
Analysis offers the modular web-based service eXact Suite delivered in Software as a Service mode (SaaS), as a customizable and scalable solution to:
- asset managers operating in the multi-manager (GPF) and multi-asset (GPM) asset management sector of banks and asset management companies.
- wealth managers / private bankers who need an “integrated” solution to support their investment control activities in line with the strategies and financial instruments proposed by the central management.
- financial advisors and retail banking with applications that can be customised and designed to meet the specific requirements of the network, in line with the asset management products offered by the Advisory Investment Centre.
- independent financial advisors (fee-only) who carry out their activities in accordance with the requirements of current legislation, complete with MIFID II compliant services
Support
If you are already a customer or you need general information, please contact us.
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