Economic and technical factors played a significant role in the implementation project for Allianz ROSNO Asset Management. Today, IT systems that support the automation of investment and financial processes on the stock market are in great demand. This was also the case for Allianz ROSNO Asset Management, which arose from the need for an integrated system encompassing all the areas of asset management including portfolio and risk management plus back-office operations. The integration of all these tasks into the one system eliminated task duplication and automated document and workflow processes with the end effect of reducing error risk and work time. The implementation of Comarch Portfolio allowed for the introduction of individual portfolio and operation bookkeeping services, storage of diverse information in one place, and at the same time management of a larger number of portfolios thanks to model portfolios and strategies.
Tags: Asset Management, comarch, allianz rosno, allianz, portfolio, investment management
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