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PCS Wealth Management

PCS Wealth Management is an award winning, fully-integrated software solution, which provides wealth management service providers with a fully featured platform that consolidates customer portfolio management, financial planning, trading and order management, asset allocation reporting and other tools.

It captures and automates the wealth management business processes allowing asset management service providers to allocate enough time and effort into customer service and investment strategies, under advisory or execution-only services. PCS Wealth Management Platform won the 2012 Oracle Fusion Middleware Innovation Award – Category: Oracle Application Development Framework (Fusion Development) EMEA at Oracle OpenWorld in San Francisco.

The solution is built upon the latest web technologies and ensures best practices covering all functional expectations, meeting local regulatory requirements and discovering successful opportunities for the customers’ portfolios.

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PCS Fund Management

PCS Fund Management platform offers feature-rich functionality and is implemented in the latest best-of-breed Web Technologies with an unparalleled User Interface, designed to support the entire Fund Management, Administration & Accounting life-cycle with functionality spanning the business processes and operations of: Front Office – Full-access portfolio management, investment strategy modeling, order management, holdings analysis, index-tracking / …

PCS Custody

PCS Custody constitutes one of the leading complete and robust solutions in the area of the Custodian Services with active installations in several countries like Greece, Romania, Bulgaria, Cyprus and Kenya. PCS Custody allows the management of investment products such as equity, bonds, treasury bills, mutual fund units, etc., thus providing the ability to monitor and …

PCS Unit Holders

PCS Unit Holders platform is an industry-leading back office solution that comprehensively covers the distribution of investment funds. The platform constitutes one of the most integrated and modern solutions for the vertical market of investment funds. With a phenomenal track record of +25 installations in several countries and developed with +20 years of proven experience, …