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12. August 2021

Asset management software CORYX iO in the Business Process Outsourcing variant – the all-round carefree package

12. August 2019

Asset management software CORYX iO in the Business Process Outsourcing variant – the all-round carefree package

CORYX iO, the wealth management software of the Coburg-based company CORYX, offers the all-round carefree package in wealth management: the business process outsourcing variant. No hardware is needed at the user's site. This eliminates the need for hardware procurement and maintenance. CORYX iO can be accessed from anywhere and is updated to the latest version at regular intervals.

Coburg, 12.08.2021. Basically, Business Process Outsourcing (BPO) is a cloud-based service, where standard tasks (e.g. data entry) are offered by the software provider in addition to the system provision. CORYX iO can always be accessed after a short installation. So: Log in and get started.

By the way: For opponents of cloud solutions, CORYX offers a local installation option as an alternative.

The CORYX iO takes over various standard tasks in the entry of master data. All customer master data can be taken over and entered by CORYX in the course of onboarding. This includes, for example, portfolio, mandate or securities account data.

And CORYX iO can take on even more tasks. The transaction data of the portfolios are imported via interface in standard formats or document-based, independent of the bank. The bank vouchers are automatically stored at the transaction and in the document repository and can be retrieved at any time, furthermore also documents of the bank, such as annual and quarterly statements or tax information. There is no quantity limit per portfolio. In addition, private documents such as contracts can be stored in the document repository.

There is also an extensive export for financial accounting. Export data can be generated manually, automatically outside standard working hours or immediately after transaction capture, e.g. in a Datev SKR03 account framework. Other target schemas outside of Datev can also be served.

CORYX iO takes over the fully automated monitoring of loss thresholds, price qualities or rating changes of securities as well as the compliance with investment strategies. An alarm informs immediately in case of a deviation. Dashboards support the analysis on mobile, tablet or desktop.

All these basic assistance features serve to give the user more time to devote to tasks that require his professional expertise. But CORYX iO also provides support for more in-depth work. For example, interactive analyses with asset statements or rebalancing are possible with just a few clicks. CORYX iO is also multi-client and multi-bank capable.

With CORYX iO, report folders can be compiled for evaluations - and this individually, e.g. also including business reports or data sheets. Report folders can be generated fully automatically on a time-controlled basis at specified intervals.

Evaluations can be made in CORYX iO in different languages. Reports and report folders can be created in German, English and French for the end customers. Additional languages are possible. The front end of CORYX iO can also be used in German, English, French.

Optionally, the CORYX iO can synchronize the data with an external customer relationship management system as well as an external document management system.

CORYX iO offers simplicity through BPO, which is characterized by many advantages. In addition to a simple installation via cloud, CORYX can also support with the various tasks of an asset management or a family office. These services are rounded off by the support of the CORYX staff. So: with CORYX iO just log in and get started!

"By installing CORYX iO as part of the Business Process Outsourcing variant, users can now devote more time to their essential tasks," said Uwe Schenk, CEO of CORYX Software GmbH. "This not only saves time but also money."

More information is available here:

About CORYX Software GmbH CORYX Software GmbH offers flexible solutions for investment and wealth management. Customers and users of this established financial software are large and private banks, asset managers, family offices and other companies in the financial business. They value the ongoing development of the IT solution that closely parallels the individual needs of customers and is based on state-of-the-art technology. CORYX iO is the optimal portfolio management software and accompanies users through all phases of professional assets management.