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CapitalBanker for Private Banking

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Capital Private Banking allows the administrator or private management consultant to work transversely on the clients profile base or model portfolios, to do simulations of orders, to calculate and analyze the performance through different angles and on the level of each step, to define proactive alerts and to execute automatically multi-custodian orders. Capital Private Banking allows you to manage the customer relation (CRM) and the KYC to build intuitively the ad-hoc, regular, in-house or client-destined analysis and reports, and analyze the report the eventual suspicious operations thank the Compliance alerts. A middle and back-office management module that is simple, affordable and complete permits to meet the expectations of Private Banks and Management Companies. Capital Private Banking provides the possibility to enrich and manage the systems of reference, to calculate and control the collected or the charged commissions.

Business information

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  • + Functional details

    Core Operations Order Trading Fees and Commissions Credit Line Management Portfolio Management Treasury and Forex Trading Limit Management Transfer Cash and Securities

  • + Competitive advantage

    With CapitalBanker for Private Banking, users have the ability to work simultaneously on two screens according to their preference, and benefit consequently in a simultaneous and a context sensitive way from different types of information. Present across four continents and specialize in knowledge of local markets and regulations.

  • + Industries

    Banking Industry
       Banking - Global Customer Management
       Banking - Other
    Financial Markets Industry
       Financial Markets - Global Customer Management
       Financial Markets - Other

  • + Solution areas

    Financial Services/Banking
       Customer Insight
       Customer sales & service
    Cross industry
       Customer Relationship Management

  • + Customer size

    Very Small Business (Less than 50 employees)
    Small Business (50 to 99 employees)
    Midmarket Business (100 to 499 employees)
    Midmarket Business (500 to 1000 employees)
    Large Business (greater than 1000 employees)

  • + Languages supported


  • + Countries/regions available for distribution

  • + Solution collateral

    Name Date Categories
    Oct 31, 2013 News/Marketing
    Fact Sheet
    Sales Kits
    Value Proposition

Technical information

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  • + Hardware/OS platforms

       System x

Date last modified:    Nov 8, 2013


Contact information

Devi Gupta


Capital Banking Solutions
23 Rue Balzac
8eme Arrondisseme
Paris 75008

+33 1 44434466

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