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Asset Management System

Short Summary

An innovative and contemporary eco-system of solutions to help grow and manage your business with a feature rich portfolio management solution designed to remove operational barriers. Future-proof your business with solutions covering the entire spectrum of investment management processes.

DirectFN AMS
Client Portals

DirectFN AMS Client self-service ensures “on the go” access to end clients. Clients may be prompted to update KYC and upload required documents.

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DirectFN AMS
RM E-Channels

E-Channels are important to sales staff since they are always on the move. The RM-Focus application is designed with mobility in the mind, allowing RMs to access this application from any device, be it a mobile device or laptop. They can get their customers' performance, manage interactions, lock their positions, or manage leads and prospects.

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DirectFN AMS
Report Designer

A robust and user – friendly report designer is an essential part of DirectFN AMS. Multiple report designer tools are part of the system using which end users can generate reports with little or no technical help.

DirectFN AMS
Back-Office Functions

DirectFN™ Back Office Single Source of Truth for Buy-Side end-to-end operations. DFN-AMS Back office comprehensive core services all aspects from trade processing, asset servicing and investment record keeping through asset manager and end client reporting, as a robust and scalable technology and operating model.

L E A R N   M O R E

Let’s Talk Asset Management!
 

DirectFN AMS
Asset Management 
System Clientele

Currently for over 20+ FI's globally

DirectFN Ltd. 
[Direct Financial Network Company]
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