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Finboard
Private Banking

Cutting edge application for
risk monitoring and management
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A pragmatic and
user-friendly system

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Monitoring and reporting

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The strictest regulatory standards

• In line with regulatory standards and managerial best practices​ • Easy real time access alerts will inform when you need to pay attention: reduced risk of missing an event, thus reducing stress. • User friendly visualisation, highlighting the issues that require attention. • Notification and alerts on mismatches with respect to the risk policies.

• Awareness on risk exposure • Calculations of buffers and gaps, based on activity and market driver. • Regulatory watch. • Assessments and simulations of forthcoming regulations.

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Optimize your workflow

• Advise your clients • Increase your activity thanks to a correct definition and follow-up of risk buffers. • Convert risk monitoring into a real added-value advisory to your client. • Enhance productivity by making forward-looking proposals to your clients.

4

Bring agility and robustness

• Your specialised functions that you do outside your PMS • Bring robustness to analysis previously done in spreadsheets while keeping the flexibility of a forward looking exercise. • Ability to come back to any past point of time of the full environment. • Still possibility to export to spreadsheets for further fine tuning or special reports.

Versatility for a wide variety of applications

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Market, credit and liquidity exposures on the Nostro portfolio​

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Portfolio valuation and Lombard Credit (collateralised lending) assessments 

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Banking counterparty risk monitoring and liquidity profiling

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Enhancing the value to clients with a robust follow-up of their risk profiles and their mandates, vs current portfolio allocations

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Production of all required reports: Market risk-related capital requirements (trading book), SA-CCR, SFR, LCR, Finma & CSSF ordinances, ...

A satisfied and longstanding clientele

A satisfied and longstanding clientele

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