Tomorrow’s seminar “Private Banking- solutions for the client’s relationship”, presents Progettometro, an application of financial education for the Ipad, implemented by Objectway for ANIMA SGR, an independent leader in the asset management industry in Italy with total asset under management over € 35 billion.
It is promoted by the specialized magazine AziendaBanca in collaboration with the Italian Association of Private Banking AIPB
Alberto Cuccu, Chief Operating Officer of ObjectWay Financial Software, presents all the details of the new App.
With your Ipad you can: plan your investments and estimate in advance how much you can save to finance your most important life investment goals, as your marriage, the purchase of your house, and the birth of your child; these are in summary the opportunities offered by the tool that will be presented tomorrow. The main aim of Progettometro is to help the investors in the construction of a personal saving project through the identification and quantification of the suitable “tools”; this can be obtained by using a very simple and straightforward application offered free by the App Store under the section Finance and Education.
Progettometro addresses to two main targets: the Italian retail market and the professional financial institutions distributing Anima SGR products (over 150 network distribution partners, 7,000 bank offices and 15,000 promoters and financial consultants). Progettometro can be offered as a new relationship tool for the Advisors: through the construction and sharing of several simulations, based on various scenarios and client’s objectives, a more informal and interactive preliminary discussion can be started complementary to the traditional asset allocation proposal.
An App has been developed by ObjectWay Financial Software initially for the Apple iOS platform and then extended to the Android one. This App is based on native technology to respond to the needs of the mobile identity and user experience (straightforward appl, icon dragging, general use of gesture and drag & drop). Finally ObjectiveWay Financial Software has introduced an element of connection between the applications to allow an efficient management of the platforms ; a unique financial engine reused by both platforms.