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Solutions

Over the years Poligram has developed solutions for different specialist areas.

Details of these projects can be found below.

Beyond these we have also developed the following projects:

  • Anlagen Richtlinien Wizard (ARW) – a tool for web based calculation and entry of all savings processes for fund products (InvG and others) via a connection assistant, accessing relevant proofing tools and other data delivery systems,
  • Checking of contractual transactions against bank account statements,
  • Realisation of the complete order routing between fund managers, partner brokers and clearing centres – display of clear overview of all routing-relevant information through the order routing web portal – SWIFT / FIX-compatible,
  • Connection of the Allocare AMS Portfolio solution with the Credit Swiss PSN Feed – automatic processing of Securities Markets, Corporate Actions and Money Markets (Swift MT5xx, MT3xx and MT9xx) as well as other data.
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