ARMUNDIA 3SIXTY PORTFOLIO

Armundia 3SIXTY PORTFOLIO is a truly cutting-edge discretionary portfolio management platform. It stands at the forefront of customized investment stewardship. This suite equips asset managers, wealth managers, private banks and financial institutions with AI-powered tools to make tailored investment decisions for their clients.
This approach empowers professionals to exercise discretion, adjusting investment strategies to market fluctuations, clients’ specific financial goals and their risk preferences.

The platform is compatible with any technological stack.

armundia discretionary portfolio

A comprehensive suite
for Discretionary Portfolio
Management

KEY FACTORS

INTELLIGENT INVESTING
WITH A PERSONAL TOUCH

The platform empowers portfolio managers with an intuitive interface and cutting-edge analytical tools to forge bespoke investment strategies. Discretion meets data-driven decision-making, allowing for agile responses to market changes while aligning with client’s objectives.

TAILORED INVESTMENT
SOLUTIONS

Combining advanced analytics and deep market insights, financial experts craft portfolios that align perfectly with a client’s risk tolerance, financial goals and time horizon.
This customization ensures that every investment decision is made with the client’s financial needs in mind.

SUSTAINABLE, RESPONSIBLE,
STRATEGIC

We understand the growing importance of sustainability in the financial industry. Armundia 3SIXTYPortfolio seamlessly integrates ESG criteria into the investment process, offering a portfolio management solution that aligns with bank’s commitment to responsible investing.

EFFORTLESS INTEGRATION,
COMPREHENSIVE CONTROL

Our platform promises smooth integration with your existing systems, ensuring continuity and efficiency. Comprehensive control features give you the oversight to manage risk effectively, keeping client portfolios aligned with both performance targets and regulatory compliance.

SOPHISTICATED
RISK MANAGEMENT

Armundia 3SIXTY PORTFOLIO employs a powerful risk engine to identify, assess and mitigate financial risks effectively.By staying vigilant to market fluctuations, regulatory changes and emerging threats, the suite proactively manages risks to preserve capital and optimize returns for clients.

COMPLIANCE WITH
REGULATORY EVOLUTIONS

Armundia 3SIXTY PORTFOLIO ensures ongoing compliance with regulatory standards and remains adaptable to all industry regulatory developments, guaranteeing constant adherence to regulations and compliance with evolving industry norms.

A COMPLETE DISCRETIONARY PORTFOLIO MANAGEMENT SUITE

Armundia 3SIXTY PORTFOLIO has pioneered a truly cutting-edge process of discretionary portfolio management, aiming for complete customization of service. With a focus on tailoring investment strategies to individual client needs, Armundia 3SIXTY PORTFOLIO leverages the most innovative technologies to deliver unparalleled personalized financial services.

REASON WHY

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PERSONALIZING
INVESTMENT SOLUTIONS

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MAXIMIZING
PORTF/MANAGEMENT EFFICIENCY

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CLEAR AND
REAL-TIME REPORTS

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INTELLIGENT TOOLS FOR
DATA-DRIVEN DECISIONS

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