Experience a platform which leaves you in full control with maximum overview, while being easily accessible. Without you having to make sacrifices on efficiency and flexibility.
Almost two decades of experience have taught us the challenges that banks meet in asset & wealth management day to day. We grow and evolve with your expectations of what a software should be able to do – that is why we introduce you to CORYX iO Amethyst: an asset management software that is tailored to your requirements, your challenges, your success.
Highlights
BUSINESSHighlights
AdminHighlights
TechThe Business Features of CORYX iO Amethyst are designed to turn your input into maximum output. Overview, security, efficiency and workflows that match your needs make this asset management software the dependable and powerful solution on your road to success. Let us introduce you to some of the functional highlights of the CORYX iO Amethyst platform.
Transactions for any types of assets or derivatives will be accounted as single, block or collective order. Settlements, income offset and maturities complements the range of features.
Term deposits, overnight money and loans will be processed as a single or collective order. The maturity and the interest run are supported by a workflow.
Forex can be converted and forward FX transactions can be collected as a single or collective order. A workflow facilitates the maturity.
Single orders can be imported, generated or collected manually. As a result, collective orders are power-functions. This way, you save a substantial amount of time due to increased efficiency. The block order aggregates identical single orders from collective orders, which is an additional money saver.
Transactions, settlements, maturities or corporate actions can be booked individually as a single order for portfolio, securities account or mandate.
A manual collection suffices to generate single orders for an asset across numerous portfolios.
Single orders will be summarised according to corresponding criteria and routed to the stock market. This saves fees and fulfils aspects of MiFID II.
Markets in Financial Instruments Direction II, or MiFID II, is a set of regulations governing EU investment firms. Its essential aim is the protection of investors and making the investment process more transparent. Transparency, cost simulation and equal treatment are the aspects in which we start supporting you throughout the order process. With CORYX iO Amethyst you are on the safe side regarding MiFID II.
The ex-ante analysis is carried out before booking a transaction. Based on your client’s risk profile, order quantities will be proposed or reviewed.
Ex-post is the portfolio analysis afterwards. Synchronisation functions check compliance with specified guidelines to quickly identify violations. Set up as a job, investment guidelines and loss thresholds are monitored in a fully automated way.
The workflows of CORYX iO Amethyst continuously monitor and analyse the portfolio and adjust it, if necessary. The rebalancing processes can work fully automated and generate several 1,000 transactions – if necessary also as block orders – and redirect them as well. Different routing targets are controlled via order switches.
Our software enables you to monitor loss thresholds as well as compliances with investment strategies of your portfolios, securities accounts or mandates completely automatically. You can also monitor course qualities or rating changes for securities. In case of deviation, an alert goes off immediately.
As a software for financial analysis, CORYX iO Amethyst offers extensive features for displaying and analysing your transactions. Your time spent will be minimised whilst your freedom of choice will be maximised – thanks to our asset management software features, you can view the status of your portfolios in real time.
MiFID-compliance of CORYX iO Amethyst guarantees that customer reports will adhere to EU regulations.
Report folders – something that was time consuming and complex in its administration until now? With the CORYX iO Amethyst-Manager, you receive fully automated and customised reports.
Visualise your data individually with the views manager. With just one click you can go from a summary of your portfolio to the detailed information behind it. Analyse and navigate top-down to single transactions, even for mandates or negative requests.
You can pre-set your charts and reports and save them as a perspective, so they are always just a click away. You can even adapt your perspectives to other portfolios, securities accounts, mandates or free groupings.
The Admin module provides you with all the features you need to manage users and configure working with the CORYX iO Investment Management software in the most efficient way. The asset management software features focus on multi-client capability as well as data and function-based authorisations.
The client capability in CORYX iO Amethyst supports, for example, the connection of external Asset Managers and Family Offices in a bank. Client-specific data is protected, cross-client data is maintained by the system operator and can be overwritten by the client for its own protected individualisation.
The ability to store master data and transactions in CORYX iO Amethyst in an audit-compliant manner provides additional security. All processes on a data record are documented, from recording to changes to deletion. In times of increased data protection requirements, the respective functions work in the background and have separate authorised access.
Data-based access rights are authorisations for clients and organisational units set up in them, supplemented by authorisation for individual portfolios and are permanently evaluated for all queries.
Based on the functions "Read, Create & Edit", authorisation roles are maintained and users are functionally authorised with their assignment. This, among other things, allows for a 4-eye-principle to be implemented.
With CORYX iO Amethyst, you experience the technology for a new generation of investment management. Our software meets the highest functional demands and also offers you a comprehensive service.
High integration capability and good interoperability are essential characteristics for cost-effective integration and stable operation of an IT component in a complex system environment. With RMI & REST interfaces, router & scheduler, CORYX iO Amethyst is optimally equipped for the respective tasks and requirements. Migration processes and customising of the integration will be supported with our expertise and manpower.
The innovative way for private investors to build up assets in the medium and long term. Investment portfolios can be continuously monitored and reallocated according to the market situation, considering the risk tolerance of your clients. The digital technologies in CORYX iO Amethyst fully automate these processes. This improves your efficiency while at the same time reducing costs and increasing transparency, also for your customers.
You strive to be a platform in digital investment management for Independent Asset Managers, Family Offices, Fund Companies or Foundations? Multi-client capability, individualising data, multibanking, report folders and fully automated risk monitoring are just a few of the features this service requires. With CORYX iO Amethyst, you create the best prerequisites to live up to the task.
CORYX iO Amethyst is designed to operate in or as a distributed system. Various horizontal and vertical levels in the architecture support such an operation. The associated qualities are:
Open source components clearly have their advantages in a strong distribution and high development potential. Big players sometimes prefer more conservative aspects such as stability, support and security. These asset management software features of CORYX iO Amethyst are "Ready for" Oracle WebLogic & Coherence, the transition from open source to professional technology is assured.
In close coordination with you, we carry out the migration of your data and ensure a clean integration of CORYX iO Amethyst into your processes and workflows.
Together with you, we analyse your workflows and processes. For more productivity and efficiency, we gladly support you adapting them.
Our Help Desk offers you access to reliable and constructive support whenever you need it.
Highlights
BUSINESSHighlights
AdminHighlights
TechWith CORYX iO Amethyst, we offer you an asset management software ready to use – including the above-mentioned highlights and many others – or to adapt to your individual requirements. If you click here, you will find an overview of all the features available for your platform. Design your ideal digital working environment now with just a few clicks.
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