Asseco Broker is a platform dedicated to support the distribution of investment fund shares through the bank branches, Call/Contact Centers or e-banking services.
The system ensures uniform handling of the process of selling investment fund shares that can be offered numerous Mutual Fund Societies. The system is capable of cooperation with the following Transfer Agents:
ProService
Atlantic Fund Services
BZ WBK
Pekao Financial Services
Asseco Broker makes it possible to manage documents containing information on investment funds as well as any reference links to such information stored in the bank’s intranet resources.
Key functionalities
Providing the bank’s employees with access to investment fund offerings and client transactions
Presentation of detailed information on investment fund offerings
Access to the present and historical valuations of investment funds
Information on the client’s portfolio (valuation of positions held by participants and proxies, status and history of placed orders)
Register of granted account authorizations and blocked positions
Presentation of transaction and order statuses
Conducting transactions in investment fund shares
Opening of a new position / first acquisition of fund shares
Acquisition, redemption and conversion of fund shares
Cancellation of orders
Investment fund handling by the bank’s employees
Management of investment fund offerings
Defining the distribution network and availability of investment products
Configuring schedules for the exchange of data with Transfer Agents
Business benefits
Complete information on the portfolio valuation
Operators at the bank’s branch or Contact Center are provided with access to historical and current data on the client’s portfolio and orders.
Distribution of investment fund shares over multiple channels
Ability to serve customers at the bank’s branch or through a Contact Center as well as to integrate the system into an e-banking platform.
Open system architecture
PThe bank’s offering of investment products can be easily and quickly expanded with new mutual funds.
Security
The system provides full control of access rights to individual functionalities and features a strong operator authentication mechanism.
Technology stack
Programming languages and main frameworks
JAVA, JSP
Application server
Oracle WebLogic Server
Database
Oracle Database Standard Edition
API servers
Oracle WebLogic Server
Integration standard
RMI, File
Web browsers supported
Internet Explorer, Chrome, Firefox
Contact
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If you have questions or you want to see the entire solutions in the Banking sector, send inquiry. We will contact you within 24 hours.
Asseco received an award for the best product using Angular in the Enterprise category. Asseco Customer Banking Platform, Asseco’s proprietary solution, won the prize at the ngPoland Angular Conference 2016 . The conference, held in Warsaw on November 22, brought together experts from around the world.
Asseco won the first prize in the main IT@Bank ranking, compiled by the Finansowy Bank monthly. It also came first in the ‘Efficiency’ category and took second place in the ‘Position of Companies in the Cooperative Banking Sector’ category. Asseco maintained leading positions in several categories for consecutive years.
Administratorem Pani/Pana danych jest Asseco Poland S.A. z siedzibą w Rzeszowie przy ul. Olchowej 14, 35-322 Rzeszów (administrator).
Informujemy, że podanie danych osobowych zawartych w formularzu jest dobrowolne, ale niezbędne do realizacji zapytania objętego formularzem, oraz że nie podejmujemy decyzji w sposób zautomatyzowany i Pani/Pana dane nie są profilowane. Przysługuje nam prawo przetwarzania Pani/Pana danych na podstawie naszego prawnie uzasadnionego interesu jako administratora danych, w celach opisanych w Polityce Prywatności Asseco Poland S.A.
Przysługuje Pani/Panu prawo dostępu do Pani/Pana danych oraz prawo żądania ich sprostowania, przenoszenia, usunięcia lub ograniczenia ich przetwarzania oraz wniesienia sprzeciwu wobec przetwarzania.
Przysługuje Pani/Panu również prawo wniesienia skargi do organu nadzorczego zajmującego się ochroną danych osobowych.
Pani/Pana dane mogą być przekazywane podmiotom przetwarzającym dane osobowe na zlecenie administratora, m.in.: • podmiotom prowadzącym działalność pocztową lub kurierską, • podmiotom wspierającym administratora w prowadzonej działalności na jego zlecenie, w szczególności dostawcom zewnętrznych systemów wspierającym działalność administratora, przy czym takie podmioty przetwarzają dane na podstawie umowy z administratorem i wyłącznie zgodnie z poleceniami administratora.
W celu skorzystania z powyższych praw należy skontaktować się z administratorem danych lub z inspektorem ochrony danych na adres [email protected]