Î¤he enriched platform of IMSplus has been developed to offer more functionality and additional benefits to the users, while being MiFID enabled. In particular:
- Via the Affluent Customer Management & Personal Banking solution, the users experience the sophistication and in-depth coverage of Wealth Management instruments with the simplicity and power of mass customer management of retail investment products and procedures.
- Via the Credit Management & Collaterals solution, organizations can manage their financial and any other type of collaterals against credit, either within the system or externally, i.e. in the core banking or any other system. The collateral management solution is fully compliant with the revaluation and categorization required by the businesses and the regulators (Basel II).
IMSplus has been enriched with new components to become fully MiFID enabled supporting customer profiling and categorization, service appropriateness management and auditing, execution policy monitoring as well as smart order routing and best execution in a multi market / multi venue environment. Its powerful tools can accommodate Know Your Client and Customer Relationship Management procedures. IMSplus MiFID components can be used as an integral part of any IMSplus Solution, and also as a MiFID enabling platform connected to any existing software environment.