Access your data in real-time, wherever you are.
CACEIS offers an application specifically developed for mobile devices as we believe that your activity is no longer fixed to one location. With OLIS Mobile, CACEIS has selected the features and data that are essential to mobility. The objective is to offer effectiveness and performance through a simple, sleek interface.
In order to meet your requirements on the ground, OLIS Mobile has been designed to meet the needs of its clients. It is a product in constant evolution being upgraded in line with client feedback and with new information.
This offer cover:
• OLIS Mobile FUNDS: A client mobile application to follow up their funds and do essential tasks in mobility,
- Follow-up & Validation of your NAV: users access a summary view of their daily NAV, as well as the main validation functions. Exchanges with the valuation teams are simplified by instantaneous integrated email and the use of the mail and telephone native functions (e.g. direct dialling). To be completely independent when out of the office, managers can also look up all available reports or generate them immediately.
- Follow-up of your Investors S/R in real-time: with OLIS Mobile Funds, managers can track subscriptions and redemptions on their funds in real time and throughout the collection period. The user path offers a progressive vision: from the whole of the activity up to the ISIN, negotiating the portfolio. Collection details are shown in analytical form; with distribution in real time per currency and a ranking of the largest investors. This enables Management Companies to review the collection of their funds throughout the day and facilitates the anticipation of investment decisions.
• OLIS Mobile SHERPA: sign in to OLIS the most easy & secure way with this two-factors strong authentication solution,
• OLIS Mobile SHARES: a mobile app for the shareholders of CACEIS Corporate Trust's clients, allowing them to look up shares in pure registered account and enter orders,
• OLIS Mobile AGRO: a mobile app dedicated to our agricultural clients for instant messaging with Front office and placing orders on raw materials.
>> To find out more, visit our "demo" area.
>> Download our Mobile applications directly in your app store, on your smartphone.
«An innovative application built for our clients and with our clients.»
Mathieu Alia - Group Head of Digital Transformation & Product Marketing
► Demo OLIS Mobile Funds
Discover all the features of OLIS Mobile Funds in the demo space!discover