Finboard
Private Banking
Cutting edge application for
risk monitoring and management

A pragmatic and
user-friendly system
1
Monitoring and reporting
2
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.
3
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

01
Market, credit and liquidity exposures on the Nostro portfolio

02
Portfolio valuation and Lombard Credit (collateralised lending) assessments

03
Banking counterparty risk monitoring and liquidity profiling

04
Enhancing the value to clients with a robust follow-up of their risk profiles and their mandates, vs current portfolio allocations

05
Production of all required reports: Market risk-related capital requirements (trading book), SA-CCR, SFR, LCR, Finma & CSSF ordinances, ...

