In addition to its coverage of custody and settlement services, CIC CIB provides its clients with a portfolio management tool, SOFI, which interfaces directly with Crédit Mutuel Titres’ applications :
- Portfolios valued and adjusted in real time based on securities positions ;
- Order placement (single orders, batch orders, etc.) ;
- Multi-criteria simulations ;
- Performance calculation ;
- Management reporting and analysis.
SOFI enables each user profile (manager, middle-office staff, controller, etc.) to have personalised and audited access to several hundred applications.
SOFI also has a dedicated interface linking to the execution tools, from our Buy-Side Desk (CIC’s outsourced trading desk, available to professional investors whether or not they are clients of Crédit Mutuel Alliance Fédérale) to the full range of services on offer. The processing of the transaction – from the initial simulation through to the final allocation and booking to account – is significantly accelerated and standardised thanks to the technologies utilised by our middle offices (CTM, IRL Matching, etc.).
You have access to a tool for configuring mandates (profiles, constraints, etc.), for measuring tactical or strategic deviations in real time, and to a range of reporting templates that enable your control teams to effectively support your financial management expertise.
