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Whether you are a fund manager, an insurance company, a foundation or corporation: Experience a platform which leaves you in full control with maximum overview, while being easily accessible – without having to make sacrifices on efficiency and flexibility.
Thanks to our years of experience as a partner of the financial sector, we understand the challenges asset managers meet in wealth management. With CORYX iO Carnelian, we created a software for asset management that allows you to face these challenges with flexibility, so that you can run your business more efficiently.
Highlights
BUSINESSHighlights
ADMINHighlights
TechThe Business Features of CORYX iO Carnelian are designed to turn your input into maximum output. Amongst others you can increase your efficiency in the areas of order and risk management with the help of detailed reports. Let us introduce you to some of the functional highlights of the CORYX iO Carnelian platform.
A well thought out concept builds the foundation of our order management and ensures that all orders processed meet the requirements of current investment policies. Statements, income postings and repayments complement the range of features.
In order to avoid the risk of errors or even misuse, critical parts of the trading process are not performed by individuals alone but are rather carried out based on the 4-eyes-principle.
Capital measures are executed under consideration of tax and portfolio management aspects and shown respectively in reports and analysis.
For portfolio management systems, the downstream processing of their transaction data in a financial accounting system is indispensable. With the "Financial Accounting Export" function, CORYX iO offers an automated interface with posting rules for exporting all CORYX iO business transactions. The export data can be generated manually, automatically (e.g. overnight) or ad hoc immediately after the transaction entry. When generating data, you can choose between the practical .csv and .xls formats.
Free mappings allow the export to be applied to any financial accounting target schema. Further major advantages are: Cost efficiency through process automatisation and low-maintenance handling when changing the target schema, while at the same time ensuring the existing data quality, thanks to the standardised CORYX iO booking rules.
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 fully automated.
The workflows of CORYX iO Carnelian continuously monitor and analyse the portfolio and adjust it, if necessary. The rebalancing processes can work fully automated and generate several thousand transactions.
CORYX iO Carnelian 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 Carnelian 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 CORYX iO Carnelian, you can view the status of your portfolios in real time.
With our report manager, you can set parameters and filters to create reports that match your individual needs. This includes, for example, the grouping function. Depending on the report, you can use it to analyse asset types, branches, issuers, countries or currencies of risk.
The Security Component Analysis is an asset allocation with regard to industry, asset type or currency under consideration of a direct or dynamic distribution of the fund. For your portfolio with fund assets, we can create a transparent securities composition.
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 groupings.
The Admin module provides all the functions needed to manage user accounts in your CORYX iO Carnelian software and configure them as desired. To give you an idea, we want to highlight the cross-cutting function and the safety features.
Portfolios and securities can be managed in currencies that differ from their system currency. Another add-on is that you can change the base currency and create respective reports. Furthermore, our software supports double currency and currency conversion.
As an additional safety feature, CORYX iO Carnelian meets the requirements of auditable archiving the master data and transactions. Every event regarding the data sets is documented – from entry to editing to deletion. In times of increasing data protection requirements, the functions work in the background and can only be accessed through separate authorisation.
With CORYX iO Carnelian, you experience the technology of a new generation of investment management. Our digital wealth management software fulfills your highest expectations in terms of functionality and offers you extensive support and service. We will support you with the installation process, advise you regarding customisation and also offer you a Help Desk which will provide you with professional and efficient guidance when needed.
We work closely with you on the migration of your data and ensure a smooth integration of CORYX iO Carnelian to your established processes and workflows.
Together we analyse your workflow and processes and adapt them, if necessary, to allow for increased productivity and efficiency.
Thanks to our help desk you have permanent access to our reliable and professional support – should you ever need it.
Highlights
BUSINESSHighlights
ADMINHighlights
TechWith CORYX iO Carnelian, 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.
CUSTOMISE PRODUCT
