FinBoard
Private Banking

A pragmatic and accessible system

Compliance Assurance: Meet regulatory standards and best practices.

Instant Alerts: Get real-time alerts for critical events.

Intuitive Dashboards: Visualize key issues easily.

Policy Notifications: Stay informed about risk policy discrepancies.

Integrated Functions: Incorporate specialized functions into your PMS.

Reliable Analysis: Perform robust analyses without spreadsheets.

Historical Data: Access and analyze past data for better decisions.

Custom Exports: Export data to spreadsheets for detailed analysis.

Expert Advisory: Provide superior services with precise risk definitions and follow-up processes.

Increased Activity: Boost banking activities by managing risk buffers effectively.

Value-Added Services: Turn risk monitoring into actionable insights.

Productivity Boost: Improve productivity with forward-looking analyses and informed proposals.

Risk Awareness: Understand your risk exposure at all times.

Dynamic Calculations: Compute buffers and gaps in real-time.

Regulatory Insights: Stay updated on regulatory changes.

Simulations: Assess and simulate the impact of new regulations.

Market, Credit, and Liquidity Management

Manage Nostro portfolio exposures effectively

Counterparty Risk Monitoring

Monitor counterparty risks for optimal liquidity

Portfolio Valuation and Lombard Credit

Conduct accurate assessments for collateralized lending

Client Risk Profiling

Enhance client satisfaction with rigorous risk profiling

Comprehensive Reporting

Generate comprehensive reports covering all regulatory requirements

ONE swiss bank

"FinBoard applications enable us to perform a number of business processes, related to risk management, liquidity and cash flow...