TECHNOLOGY REPLY AND FIDEURAM INVESTIMENTI: A LONG COLLABORATION

BACKGROUND

Technology Reply has been supporting Fideuram Investimenti in the selection of architectural solutions and the implementation of applications sustaining Asset Management activities since 2003: own and third party fund management, individual and collective portfolio management, delegated management of insurance funds and consulting.

Over the years, Technology Reply has provided support in the migration of applications from Oracle 10g to the Oracle 11g and Oracle Exadata Database Machine platforms, optimising performance and taking advantage of the characteristics offered by the latest DBMS releases. Technology Reply has also recently introduced the QlikView platform.

SOLUTION

Technology Reply offers support to Fideuram Investimenti in several areas:

  • Fund management: through BackOffice and FrontOffice data integration systems for the reconciliation of collected liquidity data, market operations to manage the funds, and NAV (Net asset value) validation.
  • Asset management: through the definition of model portfolios, the definition and implementation of internal approval procedures, the allocation of product lines to custom portfolios, the exchange of data flows with Banca Fideuram and external suppliers.
  • Business Intelligence support: through business intelligence dashboards designed to analyse the composition of assets in terms of product type and the breakdown of the funds as well as time trends related to assets and deposits for use by Top Management.
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