golden1 is a professional financial software that helps decision makers locate relevant information, control risks and improve customer relationship management. This solution is a real asset for any advisors and is a decision support solution..
Decision Support Solution
Designed with smart automation technology, golden1 ensures an easy and timely access to an aggregated or consolidated view of all your portfolio’s assets. Bank data feeds are imported directly into the system, regardless of the source data format (electronic, CSV, PDF or paper).
golden1 can help you control key risks in a proactive manner through a rule engine system. This intelligent solution implements constraints on conformity of administration and generates automatic alerts in case of breach.
You are always well informed about your compliance level and able to take actions when specified risks are identified.
Portfolios Consolidation and Aggregation
Quickly aggregate or consolidate multi-bank financial portfolios
An evolving tool for account management including a knowledge manager
Document Management System
Manage, store and retrieve your documents easily
Confidential Client Management System
Anonymize your client’s information and ensure greater confidentiality
Agenda and Contacts
Plan your actions through an agenda for each porfolio