{"id":98,"date":"2016-02-16T14:42:40","date_gmt":"2016-02-16T13:42:40","guid":{"rendered":"http:\/\/demo.athemes.com\/astrid\/?page_id=98"},"modified":"2021-02-02T20:38:41","modified_gmt":"2021-02-02T19:38:41","slug":"portfolio-2","status":"publish","type":"page","link":"https:\/\/consequant.fr\/index.php\/portfolio-2\/","title":{"rendered":"Portfolio Management"},"content":{"rendered":"\n<p class=\"has-drop-cap\">Dans le cadre du projet de cr\u00e9ation d&#8217;un nouvel outil de gestion <strong>ALM<\/strong> (Actif\/Passif) au sein d\u2019une grande institution financi\u00e8re, <strong>ConseQuant <\/strong>a accompagn\u00e9 son client dans les diff\u00e9rentes \u00e9tapes de ce projet.<\/p>\n\n\n\n<p>En plus de l&#8217;impl\u00e9mentation de l&#8217;outil, nous avons assist\u00e9 les \u00e9quipes m\u00e9tiers dans les phases d&#8217;analyses et d&#8217;adoption des concepts mis en place au sein de l&#8217;applicatif. In fine l&#8217;objectif principal de l&#8217;application est de permettre au client d&#8217;optimiser ses d\u00e9cisions financi\u00e8res.<\/p>\n\n\n\n<p><strong>Fonctionnalit\u00e9s de l&#8217;outil de gestion Actif Passif (ALM)<\/strong><\/p>\n\n\n\n<p>La solution est une application &#8220;sur mesure&#8221; de gestion de portefeuilles offrant les possibilit\u00e9s suivantes :<\/p>\n\n\n\n<ul><li>Fiabiliser et automatiser les processus m\u00e9tiers<\/li><li>Centraliser les informations financi\u00e8res<\/li><li>Gestion des \u00e9tapes-cl\u00e9s : r\u00e8glement, closings, souscriptions\u2026<\/li><li>Situation du fonds et du portefeuille (performance, sous-jacent\u2026)<\/li><li>Automatisation des appels de fonds, distributions et remboursements (publipostage)<\/li><li>Calcul des commissions distributeurs et des frais de gestion<\/li><li>Tableaux de situations d\u00e9taill\u00e9es<\/li><li>Les calculs de performances (multiples, TRI \u2026) sont effectu\u00e9s automatiquement aux dates de situations souhait\u00e9es, en tenant compte des flux \u00e0 date.<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p> [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":486,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/single-project.php","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/consequant.fr\/index.php\/wp-json\/wp\/v2\/pages\/98"}],"collection":[{"href":"https:\/\/consequant.fr\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/consequant.fr\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/consequant.fr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/consequant.fr\/index.php\/wp-json\/wp\/v2\/comments?post=98"}],"version-history":[{"count":4,"href":"https:\/\/consequant.fr\/index.php\/wp-json\/wp\/v2\/pages\/98\/revisions"}],"predecessor-version":[{"id":601,"href":"https:\/\/consequant.fr\/index.php\/wp-json\/wp\/v2\/pages\/98\/revisions\/601"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/consequant.fr\/index.php\/wp-json\/wp\/v2\/media\/486"}],"wp:attachment":[{"href":"https:\/\/consequant.fr\/index.php\/wp-json\/wp\/v2\/media?parent=98"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}