Learn the concepts of the portfolio management object model, along with other PFM objects, and the concepts behind the restriction engine. The course imparts knowledge on how centralized and de-centralized portfolio management for retail, private banking and institutional banking clients is achieved with the Avaloq Banking System.
Note that this course is ACP-centric and not covering the Standalone Digital Products implementation of the PFM applications.
Understand wealth management service type
Be able to provide a high level description of discretionary portfolio management
Describe Avaloq PFM object modelling
Know the Avaloq restriction engine and rebalancing engine
Understand the PFM desk, PFM reports, and aggredated dashboards