Synchronization of client portfolios

Through the acquisition of daily flows provided by banks and reconciliation activities operated by KeyPM, is ensured a perfect synchronization between the positions "portfolios customer" occurring in banks and positions "portfolios customer" in KeyPM's database.

Improve controls

Moreover, KeyPM allows you to monitor in real time the contractual relation with the operational limits and compliance of the Portfolio Model.

Global Vision

By collecting and synchronization of “customer portfolio” in the various banks in a single database is possible to make, easily and immediately, analysis,distribution orders and consolidated portfolio positions.

Data recovery and continuous evolution

That KeyPM allows data to be transferred easily between systems alongside the expertise of Korutoa's professionals guarantee that data can be effectively recovered from the old system and stored in KeyPM's.