Confidence in Efficiency

Private banks use PrimePortal to help strengthen their expertise in financial analysis and advice by distributing internal content such as research, recommendations and news throughout their companies and integrating it with current market data. Such selected content can form the basis for advisory services for investment and asset management. With convenient and intuitive user interfaces and easy integration into the bank's business processes, PrimeTerminal is designed to support advisors and help them to be more efficient. By integrating proprietary content PrimeTerminal is a cost-efficient financial desktop, which can help to reduce data and transmission fees through individual permissioning capability.

Managed Solutions for Private Banking

Interactive Data Managed Solutions provides products that help customers to:

• Equip financial advisors in international markets with PrimeTerminal. The financial desktop gives financial advisors a localizable solution that offers the functionality of a real-time terminal while integrating third-party content. Individually aggregated and analyzed data can easily be exported into spreadsheets, e-mails or print-outs.
  
  
• Demonstrate financial expertise by distributing internal research and news integrated with market data using our Content Management module. This module combines financial Internet and extranet applications with content management functionalities. A straightforward user interface allows entering, storing and managing of in-house data, news and documents, complete with role management.
  
  
• Offer advisors and investors comprehensive portfolio management and optimization with the Portfolio Suite of Interactive Data Managed Solutions. The product modules assists advisors and investors in building, managing and optimizing portfolios. Workflows and wizards help to evaluate holdings and analyze re-allocation potentials. Investors have applications to help them optimize portfolios with specific simulations and suggestions in the asset scanner. The portfolio's performance can be compared with benchmarks, other portfolios, investment goals and preferences.