Portal «Finance Gear (FG)» - a specialized system for organizations working in the area of asset management (securities, money resources, currency funds).

The main functions of the Portal:

• Data integration with NSD (National Settlement Depository) Cbonds (rating agency) and MICEX, the largest Russian banks. Checking data, information exchange.
• Keeping information about affiliated persons in accordance with the requirements of the Legislation
• Questionnaire of the Client
• The calculation of index of financial indicators
• Management of contracts with clients, managing clients accounts
• Reporting to the supervising organizations, the dynamics assets
• Registers of stocks, bonds, mutual investment funds
• Credit ratings, quotation sheets, dividends
• Futures, options
• Defaults

 Examples of implemented reporting forms:

• Monitor settlement accounts (payment order)
• Turnover on contractors / brokers, including contractual offer (daily, monthly, quarterly, annual)
• Summary of assets under management
• Report of the trust manager (portfolios, corporate, consolidated, strategic)
• Report expenditures the trust manager for the services intermediaries
• The report about operations with securities by contract (s) for the period.
• Report on the clients
• Bond rating
• List of defaulted bonds

Our company is ready to customize and improve existing functionality according to your requirements.