Finance > our offering

Indra has a business unit with in-depth knowledge and experience in the area of Private Banking and Personal Banking, that allows us to perform consulting projects or implementation of Management Systems in order to cover all of the needs that our clients may require.

Solutions and Services

BPweb, a modular tool (MiFID compliance) makes it possible to dynamically manage the asset portfolios of clients and to track the deviations that may arise and that may require rebalancing.

The most significant characteristics of BPweb are that:

• It allows to analyze and reduce the portfolio risk of clients, complying with the characteristics of their investment profile.
• It enables to include, in the consulting, those products that the client has deposited in another Entity, which allows the user to acquire new assets.
• It includes a powerful alert module that allows the user to constantly control the deviations that may occur regarding the portfolios that are managed.
• It includes powerful graphic functionalities to facilitate user portfolio studies.
• It offers a numeric and detailed vision of profitability of the assets that make up the portfolio, as well as its global profitability, based on Money Weighted models (it considers the currency effect).
• It includes a powerful optimization model for generating new proposals for clients, complying with the client's restrictions and taking into consideration MiFID guidelines.
• It includes a powerful reporting module that enables, with the time period determined by the user, to generate reports for clients and in the language predetermined by them.

Consultancy to define Private Banking and Personal Banking models

The possibility of establishing lines of collaboration with the entity for the development of an ad hoc solution, based on the knowledge accumulated in this area. The ability to carry out the necessary developments and adaptations to the BPweb product in order to perfectly address the Entity's needs.