Atrium 360° consolidates, without limit, all assets with access to the details of all risk units.
Reporting
Atrium 360° has a reporting tool that allows unlimited customization of reports for clients (or internal) that can be exported in PDF, Excel and accessed from the Web platform.
Customizable consolidation
Atrium 360° aggregates all types of assets with respect to the organization and the relationship between individuals and family owned companies, taking into account the proportions of ownership.
Performance
Atrium 360° calculates performance according to both Time Weighted and Money Weigthed models, including or excluding fees. It supports contribution and attribution calculations, as well as the demonstration of deviations from customized benchmarks.
Fees management
Atrium 360° evaluates all fees and taxes levied with maximum detail for total transparency allowing for early identification of possible pricing errors.
Full Web
Atrium 360° is based on the latest web technologies allowing a total secure access from the Internet. It limits access, regardless of the type of device, to the determined functionalities.
Application Security
Atrium 360° restricts users to authorized portfolios only through a fine role management.
Double-entry accounting
Atrium 360° is based on a dual accounting model with a journal and ledger, which provides a solid foundation for all the system's analysis engines (performance, expenses, P&L).
Audit trail
Atrium 360° keeps a history of all data modifications and deletions made by users for audit purposes.
History management
Atrium 360° justifies changes in analysis values in a report linked to "back valued" entries.
Strategic Allocations
Atrium 360° has a fully configurable tool allowing the valuation of all types of assets (including companies, real estate, private equities, futures...) and can be associated with strategic allocations in order to identify concentration risks.
CRM
Atrium 360° has a tool for managing people and companies, and all types of relationships between them. It allows the documentation and history of important customer interactions.
EDMS
Atrium 360° stores and archives in a document management tool contracts, legal documents related to people, visit reports, account openings, bank documents and those specific to financial products (Kiid...) as well as any other type of documents.
Look-through
Atrium 360° replaces the funds with their main underlying positions and allocations provided by the managers in order to identify possible concentrations on certain securities or allocations.
Data feeds
Atrium 360° has a flow integration tool with the main banks, with an automation rate above the competition average.
Invoicing
Atrium 360° has an invoicing tool that allows the definition of personalized tariff plans including flat rate plans, in base point of the processed mass, in steps, at different frequencies, etc.
Data Input
Atrium 360° has complete data entry tools that allow it to be the "core" system of the company independent of any other data source. It has an additional document loading tool that allows the piloting of a scanner, the anonymization of documents and the automatic identification of target portfolios.
Unlimited adaptability
Atrium 360° adapts to new needs by simple additional parameterization that will allow new asset classes, new transaction codes and, on any object, additional user-defined fields that can be used in the web application and reporting.
