Probanx Private Banking Software
Probanx Private Banking solution is a professional portfolio and fund management system with has been designed to cover the needs of financial institutions managing their clients investments.
The solution is based on the fully web based CorePlus banking software, featuring customer information system with comprehensive KYC data capture, document management and multi-currency account management, remittances and reporting.
Private Banking Features:
- Flexible Portfolio setup for various client types.
- Different fee structures and investment strategies.
- Fully integrated with core banking and online banking.
- Portfolio statements with up-to-date NAV in original and selected currency.
- Reporting with export to PDF, Excel or Word.
- Global securities with automated price update via API.
- Foreign exchange rates with automated price update via API.
- Automated SMS and email notifications
- MasterCard integration with API to card processor
- Multi-currency general ledger
- Download data files from broker or custodian
For more information about our Private Banking solution, please contact us.