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Overview
eXimius is a front-office investment, wealth, and relationship management workflow application. It provides an easy-to-use decision support platform for the efficient and effective management of client assets.
The product has been designed by practitioners from the wealth management industry to meet the enterprise-wide needs of private client investment firms. It supports discretionary and advisory management as well as execution-only operations across retail & private banks, stock brokers, family offices, and other financial advisory firms.
What's included?
eXimius is a complete and intuitive workbench for all participants in the wealth management enterprise. eXimius has been built to satisfy the specific needs of the changed business climate within the wealth management sector. The eXimius solution suite encompasses the following functional modules:
- PORTFOLIO MANAGEMENT
- INTEGRATED CRM & CLIENT ONBOARDING
- PERFORMANCE ATTRIBUTION
- WEALTH PLANNING
- DOCUMENT WAREHOUSING
- COLLABORATION & SUPERVISION
- BUY-SIDE ORDER MANAGEMENT SYSTEM
For further details on these modules we kindly refer you to the Products section of this site.
Positioning
eXimius allows private client wealth management organizations to solve the dilemma their wealth managers are encountering every single day: How can they deliver better, more personalized and more pro actively driven, services to a growing client base?
The answer lies in the mass customization and this is precisely the field that eXimius is addressing. Through smart automation eXimius allows its users to spend more time to their clients' specific needs and requests.
The wealth manager's dilemma is how to balance the conflicting interests of maintaining a high level of client intimacy across a growing number of clients while increasing operational efficiency and having enough time left to make good investment decisions. Can client intimacy and operational efficiency both be increased resulting in increased revenue and reduced costs?
eXimius News
eXimius signs MacDougall, MacDougall and MacTier
Canadian Firm to Opt for eXimius Private Client Wealth... Read more...Wealtheon Asset Management goes live with eXimius:
eXimius the Front Office Private Client Wealth Management... Read more...Bank Zachodni chooses eXimius
First Polish customer, Bank Zachodni WBK, goes live... Read more...Werner Maislinger joins growing eXimius® team
Senior Business Development Manager in the Financial... Read more...eXimius Events
Thomson Reuters at 'The Future of Private Banking'
eXimius from Thomson Reuters will be exhibiting at... Read more...| Thomson Reuters and eXimius are member of APCIMS |
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