A flexible and highly performing system

EFFE is the new front-end web platform designed for asset and bank portfolio management. It provides asset managers and bank investment managers with flexible, advanced tools to achieve greater operational work-flow efficiency.

The product is adaptable to various scenarios, from small entities to major banks whose investment/management committees decide which strategies are to be implemented, while relying on multi-level trading desks. EFFE is geared towards financial intermediaries of whatever size and is able to manage the END to END investment process.

Thanks to its great flexibility, it is adaptable to all types of organizations and is able to manage client portfolios of all sizes, while improving operational work-flow performance in the banking and finance sector.


Investment & risk limits: tools for preventive order control and monitoring of portfolio exposures;

Model portfolio & rebalacing tool: management of order proposals and their forwarding to the trading system present on the middle / back-office module;

Event management: management of portfolio events for generating automatic order proposals;

Order & trade management: management of order proposals and their forwarding to the system;

Risk Management: exposure of major portfolio risk indicators, including VaR;

Performance measurement & attribution: calculation and representation of portfolio returns (single and aggregated) also in terms of performance decomposition.

Alert & advisory systems

EFFE provides practical alerts on the various portfolio risk / return indicators with automatic overdraft reporting

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