Reference Models & Tools


BICon has reference models (frameworks), tools and add ons for the following areas:

Strategy

  • Development of a Digital Strategy for Banks / Financial Service Providers
  • Development of IT Strategy and Architecture for Banks / Financial Service Providers

Asset Management

  • Implementation and Measurement of the Investment Process
  • GIPS Implmentation
  • Portfolio Management System Evaluation and Implementation
  • Index replication on Position or Transaction Basis

Client Management

  • Advisory process in Wealth Management
  • CRM for Banks / Financial Service Providers
  • Asset Allocation Modeling and investment Proposal Creation with BICon AAM:
BICon Asset Allocation Modeller (AAM)

BICon Asset Allocation Modeller (AAM)


Avaloq Add Ons

  • HOBS, AA, Modelportfolio & Bechmark Excel Import Tool (via XML)
  • Performance Reference Rule Set
  • Asset Reference Object Model
  • Portfolio Management / Investment Reporting Advanced Reporting Set
  • Comprehensive Performance Attribution Reporting

IT / Data Strategy & Architecture

  • IT Strategy and Architecture for Banks / Financial Service Providers
  • Business Alignment of IT Departments
  • Project Portfolio Management & Controlling

References

Our reference models and tools were successfully applied in our customer projects


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