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Date
06.04. - 06.05.2025 09:00 - 17:00
Price excl. VAT (CHF)
350.00
Course description
Learn the concepts of the portfolio management object model, along with other PFM objects, and the concepts behind the restriction engine. The course imparts knowledge on how centralized and de-centralized portfolio management for retail, private banking and institutional banking clients is achieved with the Avaloq Banking System.
Note that this course is ACP-centric and not covering the Standalone Digital Products implementation of the PFM applications.
Objectives
  • Understand wealth management service type
  • Be able to provide a high level description of discretionary portfolio management
  • Describe Avaloq PFM object modelling
  • Know the Avaloq restriction engine and rebalancing engine
  • Understand the PFM desk, PFM reports, and aggredated dashboards
Target audience
Anyone wanting a PFM introduction including clients, implementation teams, business managers, Avaloq development teams, key account managers, pre-sales.
Course content
  • Introduction to Wealth management and Discretionary portfolio management
  • Introduction to the PFM module
  • Overview of Avaloq PFM object modelling
  • Restriction engine
  • Monitoring and reporting
  • Re-balancing engine ACP
  • Web rebalancing
  • Performance and risk
Duration
This is a self-study course which is only delivered online.
The course will be available throughout the begin and end dates indicated upon logging in. There is no specific attendance day.
 
Estimated time to complete this course:
6 hours of self-study
Availability
30 Available
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