Management and consultation

Bankvista allows you to work more efficiently as it helps you achieve your customers’ investment objectives while maximising your customer base.

Bankvista offers complete portfolio management capabilities:

Asset distribution
Sector distribution
Currency distribution
Cash flow distribution
Investment constraints and analyses
Portfolio modelling and rebalancing
Account consolidation
Account and security movement inquiries
Filtered security position inquiries
Global view of positions, by type of security, treasury contract, account, financial instrument, etc.
Possibility to apply a large range of filters of views, for a sharper focus
Possibility to export data to Microsoft Excel spreadsheets
Order management

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