EN FR DE ES Contact us

Dealer Brokers

As a dealer broker or private bank, you have access to Omnibus, order placement (OMS), reporting and billing functionality.
You will be able to manage all your clients through a single portfolio, automating all communication processes with custodian banks and breaking down each client's portfolio.

Atrium Private Banking
Omnibus

Omnibus

Consolidate the assets of all your clients into one or more portfolios and retain your choice of custodian banks.

OMS

OMS

Integrate stock exchange orders and transfer orders into client portfolios and take advantage of an efficient workflow to transfer these orders to the desired custodian bank.

Security Accounting

Security Accounting

Manage your clients' securities accounting within Atrium Private Banking without the identity of your clients or the details of the positions belonging to them being known to third parties.

Brokerage

Brokerage

Define personalized pricing plans and debit the commissions on transactions that you automatically deduct.

Invoicing

Invoicing

Automatically debit the fees from your clients' portfolios. Customize fee types and associated rate plans

Reporting

Reporting

Automate the production of portfolio statements communicated to your clients and customize their content thanks to our numerous analyses.

Documents

Documents

Archive the transaction notices generated by Atrium Private Banking, the client reports and all the documentation transmitted by your partner custodian banks.

Web

Web

Offer your clients the possibility to connect directly to an e-banking system to monitor the status of their portfolios.

Independance

Independance

Remain independent by selecting your custodian banks freely with Atrium Private Banking.

"Finamic has provided us with a flexible and easy-to-use solution to manage our omnibus portfolios, the security accounting of each of our clients, the management of brokerage commissions and quarterly invoicing. Our clients also appreciate the ability to connect to their portfolios through a customizable e-banking platform."

International dealer broker

Atrium Private Banking

As a dealer broker or private bank, you can access the functionalities of our product dedicated to you by following the link below.

Atrium Private Banking
Atrium Private Banking

Contact us for more information

Contact us to find out more about our solution for dealer bokers. Take advantage of our feedback and ask for a demonstration.

Contact us

We use cookies to improve your experience on our website. If you continue browsing, you accept the use of these cookies.