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 modulesPortfolioClientsFinancesReportsProvisioning...How can PRIMERA make your business easy?Simultaneous management of multiple funds / client portfoliosSimple selection of funds within applicationManagement of daily task execution for each fund...Which Financial Instruments does PRIMERA support?Bank AccountsDepositsBillsStocksUnits in Closed-end Mutual Funds...Data Analysis and Reporting in PRIMERADaily / PeriodicalRegulatory ReportsCustodian ReportsClient (Unit Holder) ReportsFinances and Accounting...Additional Possibilities for Connecting Existing Systems with PRIMERA Loading and Import of Bank StatementsPayment Operations and Automatic Reconciliation of Bank StatementsAutomatic 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

Choose your field of interest:

Primera

TREASURY

Treasury managemet
Cash flow management and planning
Liquidity and surplus management by means of financial instruments including leasings and loans
Risk management and hedging based on derivatives
Accounting records of financial instruments in accordance with bookkeeping standards
Bidirectional interface to ERP systems
Advanced reporting