The Pozitron property management front-office, consulting and risk management system enables the clients, investment consultants and property managers to monitor the activities continuously.

The system has several innovations regarding both its technical features and its functions, which make it competitive not only at the Hungarian but also at the international market.

• Releasing investment managers and consultants (reporting, consultancy) – increase of efficiency
• Private banking consultancy to a wider range of clients- increasing market share
• Taking higher risk and more frequent transactions- increasing income
• Competitive advantage because of high quality customer service- increasing market share
• Surveying activities of consultants and business units- management support

• Consultancy and property management for institutions
• Private banking consultancy and property management
• Property management by unit- linked insurances

The aim of the calculation functions is to measure the value, risk and historical perfomance of portfolios. The most important methods used by professional users become available for clients as well.

The purpose of the consultancy functions is to create the highest return portfolio in connection with the risk profile of the certain client. The graph helps to analyse the diversification of the portfolio and when building the investment strategy it is possible to display the risk of investment besides its return. The graphical representation of the risk- return value pairs of products in the portfolio supports to choose the products bearing the same risk but higher return. The system is able to display the optimal portfolio curve and to determine the composition of the highest return portfolio according to a certain risk level.

The system is able to perform calculations not only on the level of client portfolios but also on aggregate levels. By mapping the organization structure the portfolio value may be calculated on levels of consultants, departments or business units, tracking the development of business units in time. This function may support the strategic planning, the product development and the identification of portfolios different in certain respects.

The reporting functions of the system enable the consultant using Pozitron to compile PDF reports and by sending these reports regularly (annually, monthly, weekly or even daily) - even automatically via email- to inform the clients about the value and the return of the portfolio, for which the consultant may use several customizable reports.

• Summarising portfolio report (according to MiFiD requirements)
• Detailed portfolio analysis
• Personal income tax calculation

The consultants may reach the portfolio evaluation system via intranet, while the clients are able to connect via internet- in case of demand- to the extent of their authorities of course.

• Multicurrency system, the base currency and the benchmark return may be selected for each portfolio
• Multilingual user interface
• Intelligent tables (may be exported to Excel)
• Coloured, detailing graphs
• Detailed help and „financial guide” for high quality training of the users
• Hierarchical portfolio structure
• Opportunity to record transactions manually (test portfolios, test transactions)
• Importing from the transaction system
• Automatic transaction matching with methods may be selected for each portfolio or importing from the transaction system

The data supply service of Ramasoft may be connected to the system so the maintenance of financial products and providing end-of-day price data do not require integration. The system has a real- time price interface as well. The real-time data are provided by the help of our international data supplier partners.