Overview of Private Bank Workflow

How can YOU boost performance?

For the private clients, we have designed and developed an iOS and Android app which allows users to do basic research, price discovery, portfolio management, chat and trade enquiries with their relationship managers. Coupled with audit trails and notifications, clients would be in complete control of their bond portfolios.

Private Client's mobile application features

(iOS & Android available)

BOND RECOMMENDATIONs

ANALYTIC TOOLS

PORTFOLIO MANAGEMENT