Our offer

c*neo is the only solution that allows you to transpose your organization’s worflows Our generic rules engine allows you to breathe life into c*neo. Set new rules for theplatform when your organization evolves. Compliance with directives is ensured andyour processes fully implemented! Systematic procedures You want to transpose the validation process for candidateinvestment assets? You … Read more

Faithfully reproduce your organisation structure in c*neo Keep track of your activity in real-time, in particular thanks to our fully customizable dashboards. An eagle eye One glimpse and you can gain an overview of your business in its globality: here you are in your cockpit where your results and performances, key customers and employees are … Read more

c*neo concentrates all the information you collect on your customers. Thanks to in-depth knowledge of customer profiles, you can instantly place their expectations and your investments in the right context. Customer relationships When did we see each other for the last time? What do I need to do for this customer?Find out where you stand … Read more

Manage your business with confidence and focus on your goals: c*neo partners with you to ensure that you respect your in-house rules and commitmentsvis-a-vis customers and other third parties. c*neo incorporates resources that allow you to generate effective reports for stakeholders  and also enables you to indicate the relevance of your decisions. Convert your commitments … Read more

Straight to the point! VaR, Cvar, optimization: c*neo gives you access to very complex algorithms developed with fundamental research experts.These strong algorithms have been developed, evaluated and used for many years by international asset managers. You can apply them to any kind of asset very simply as they are fully integrated into c*neo platform. Fast … Read more

Thanks to its incomparable flexibilityand analytical power, c*neo allowsyou to model and track every type of portfolio. Transactions, allocations, aggregates, clones, templates,indices … specifying your ideal portfolios is a doddle and youcan analyse them from any angle you want. Allocations Model portfolios, composite index portfolios, or modelling of actual portfolios, determine and adjust allocations over … Read more

c*neo integrates each stage of your research, from detection to validation of your investments. Universe screening You need to rapidly filter and identify potential candidates based on your specific criteria? Easily spot them among your whole scope. Universe screening Define and add any statistics you need. c*neo’s statistics library allows you to set the parameters … Read more

c*neo is a global collaborative platform c*neo is a global collaborative platform : Research of investment products, due diligence, quantitative analysis, portfolio management, marketing and knowledge of your investors… c*neo manages everything in the same tool! Each specialist expands c*neo data and all the team can use them.This way, c*neo offers you an analytical and … Read more