INTELLIGENT PORTFOLIO MANAGEMENT
What is PRIMERA?
PRIMERA enables complete portfolio management as well as generation of daily and periodical financial and other reports for regulatory bodies and fund's management. PRIMERA is used in everyday business of Investment Funds, Custodian Banks and Treasuries.
PRIMERA modules
Portfolio
Clients
Finances
Reports
Provisioning
...
How can PRIMERA make your business easy?
Simultaneous management of multiple funds / client portfolios
Simple selection of funds within application
Management of daily task execution for each fund
...
Which Financial Instruments does PRIMERA support?
Bank Accounts
Deposits
Bills
Stocks
Units in Closed-end Mutual Funds
...
Data Analysis and Reporting in PRIMERA
Daily / Periodical
Regulatory Reports
Custodian Reports
Client (Unit Holder) Reports
Finances and Accounting
...
Additional Possibilities for Connecting Existing Systems with PRIMERA
Loading and Import of Bank Statements
Payment Operations and Automatic Reconciliation of Bank Statements
Automatic Import of Stock Exchange Prices
...
What is PRIMERA?
PRIMERA enables complete portfolio management as well as generation of daily and periodical financial and other reports for regulatory bodies and fund's management. PRIMERA is used in everyday business of Investment Funds, Custodian Banks and Treasuries.
PRIMERA modules
How can PRIMERA make your business easy?
Which Financial Instruments does PRIMERA support?
Data Analysis and Reporting in PRIMERA
Additional Possibilities for Connecting Existing Systems with PRIMERA
Core TEAM
SOLUTIONS
SERVICES
CLIENTS
DEMO
CONTACT
Contact
Primera sedam d.o.o.
Vrisnička 6
10000 Zagreb
Croatia
+385 1 550 9968
+385 1 550 9969
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2012
. Primera sedam d.o.o. All rights reserved.
