RM Desk Mobile app for iPhone and iPad
Developer: 1875 Finance SA
First release : 14 Jan 2020
App size: 91.92 Mb
With more than 9 billion CHF of assets under management, 1875 FINANCE is a leading Independent Asset Managers in Switzerland and Europe. A unique feature of our approach is our open-structure model focused on three areas of expertise: Private Clients, Multi-Family Office and Institutional Clients.
1875 Desk is an application for Asset Managers, Private Bankers, Family Offices which is a combination of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Investment Proposals, Business Intelligence).
-It is a Wealth Management tool that tracks liquid and illiquid assets by collecting inventory, financial and contractual information.
-It helps asset managers plan the portfolio, holdings and instrument synchronization according to the organizational needs. It delivers a superior user experience in the cloud by providing quick insights into what is used across a network by tracing different assets.
-It offers a centralized asset database along with world-class customer support and secure access to your asset management system.