AMS-WEB
AMS-WEB is a modern web platform for banks and financial institutions. It supports advisory activities, provides information on the status and development of assets, analytical indicators for asset management. AMS-WEB provides end customers with online information on the status of assets, enables on-the-fly reporting, placing investment orders, real-time trading on financial markets. AMS-WEB is constantly evolving and expanding based on the knowledge of private bankers and investment advisors. It meets the MiFID/MiFIR/PRIIPs regulatory requirements.
- Investment advisory support tool
- Distribution of retail financial products
- Information channel providing information on the status of activities
Overview of Selected Functionalities
- Investment portfolio overview and analysis
- Display of current and historical value of assets, including comparison with investment capital
- Report generation
- Online entry of investment orders
- Real-time trading support
- Support for a wide range of products, including derivatives
- Ex-post and ex-ante checks on investment limits
- Integrated loan information; overview of registered loans, repayment schedule
User Options
- Control panel according to user type
- Onboarding, paperless process of contracting a client
- Fully responsive app design
- List and filter of managed funds and portfolios
- Comprehensive overview of a selected portfolio or fund
- Instruction management
- Advisory module
- Cost transparency
- Aggregate overview of positions, accounts, portfolios or the whole group
Services According to User Type
Company Management
Company Management
- Aggregate overview of positions, accounts, portfolios or the whole group
- Detailed overview of the selected portfolio or fund
Private banker and the affluent banking segment
Private banker and the affluent banking segment
- Tool for analysis and investment decision-making
- Ex-post and ex-ante check of investment limits
- Comprehensive financial advice tool in accordance with MiFID ll
- Sending online orders to buy/sell financial products
- Model portfolio management
- Cumulative view of the number of advisory portfolios, total assets under management, risk and compliance alerts, a map of key performance indicators, and many other handy features
Broker of Financial Products
Broker of Financial Products
- Tool for the distribution of retail investment products
- Full Paperless Onboarding (KYC process), BioSign support
- Model portfolios
- Robo-advisor
- MiFID II cost transparency tool
End Client Service
End Client Service
- Investment overview
- On-demand access to asset balances
- An aggregated view of investments using composite portfolios
- Current portfolio reports / Premium reports on an ongoing basis
- Real-time market prices and support for active trading in combination with a financial portal
- Overview of registered loans and repayment schedules
Settings, Modifications
- Configuring widgets on the control panel
- Language versions - CZ, EN, SK, DE
- Adaptation of graphics for B2B clients (white label)
- Integration with third-party systems
In combination with the ARBES AMS core system, AMS-WEB is integrated with PrimePortal, CRM, DMS, core banking. In addition to market data FactSet, Bloomberg, Reuters, Six.
Downloads
Please enter your email address in the form on the right. We will send you an email with a link to the downloads available for this section.
Get an idea of AMS-WEB through our public demo. You can easily explore the open demo of AMS-WEB. Download our Tutorial and follow the step-by-step instructions described.
Would you like to know more?
Branislav Beneš
Director of Investment Solutions
Would you like more information about the product? Please contact us. We're happy to help.
