The PFTPro® front office platform offers a full range of modular functionalities to support the delivery of MiFID II compliant financial portfolio advisory services. It can be configured to provide the sophistication required by HNWI advisors, automated processes appropriate for mass market or self-service investors, as well as processes suitable to the intermediate segments. Individual functionalities can also be used to augment existing systems, and may be provided with or without data and/or the user interface.
Selected functionalities include:
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