Servizi per fund manager

UBS Fondcenter apre le porte ad oltre 300 distributori, soprattutto in Europa e Asia. Ecco i vantaggi per gli emittenti:

  • Un partner solido e affidabile per i servizi di distribuzione
  • Accesso a una vasta rete di distribuzione in costante crescita
  • ProviderNavigator, l’applicazione CRM online per la gestione professionale dei rapporti
  • Report trasparenti sui canali di distribuzione
  • Tempi brevi di aggiunta di nuovi fondi nella gamma di offerta
  • Interlocutore dedicato che consente di coordinare e ottimizzare il rapporto

ProviderNavigator: gestione professionale dei rapporti

ProviderNavigator è un’applicazione CRM online per la gestione professionale dei rapporti

  • Dati CRM per Fondcenter ed emittenti, nonché per ogni funzione
  • Convalida dell’universo prodotti e dei prezzi (Product & Pricing Template)
  • Elenco dei distributori di Fondcenter
  • Fee relative a commissioni di intermediazione finanziaria e di servizio, nonché reporting agli emittenti dei fondi
  • Panoramica ed evoluzione di:
    • patrimoni lordi gestiti e flussi dei fondi
    • posizioni maggiori
    • ripartizione ed evoluzione per paese
    • ripartizione ed evoluzione per canale di distribuzione e per ciascuna asset class, con dati risalenti fino ad ottobre 2006 o all’inizio del contratto di cooperazione e/o del contratto di servizio se successivi

Scoprite cosa possiamo fare per voi e per agevolare le vostre attività di distribuzione.

UBS Fondcenter

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