+7 495 661-4399

+7 495 661-0751


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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.