Cancellation free of charge up to 7 days before start.
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