IRA Investment Management

Danel FC Digital

IRA Investment Management

Traders and investment managers – Front Office
  • Planning of trading activities taking into account restrictions, policies, prohibitions and balances
  • Allocation based on a model portfolio
  • Multi—banking trading
  • Concentration of trades for all the banks
  • Automatic and digital entry of bank trades
  • Multi-bank splits
  • Transmission of splits to the banks
  • Audit reports on holdings, exposures and activities
  • Transparency of EFTs/mutual funds portfolio composition
  • BI reports
Risk controllers and managers – Middle Office
  • Audit of compliance with investment policy
  • Audit of compliance with Company policy
  • Audit of compliance with regulation
  • Calculation of portfolio exposures
  • Running simulations and market scenarios
  • Audit reports
  • BI reports
  • Fraud prevention checks and detection of suspicious activity (under development)
  • Risk management – VAR calculation
  • Transparency of EFTs/mutual funds portfolio composition
  • Interest parties’ reports
Back Office – Accounting
  • Interfaces with Israeli banks
  • Interfaces with foreign banks
  • Handling irregularities
  • Management fee calculation module – journal entries
  • Agent compensation
  • Management and processing of: accounts/clients/products
  • Control and audit reports
  • Audit of bank fees
  • Audit of bank fee reimbursement
  • Projected proceeds
  • Tax calculation for individuals – multi-banking
Client / sales managers – CRM/BPM
  • 360 degree vision – client status
  • Campaign management
  • Management of leads and potential clients
  • Management of in-house processes
  • Interfacing with Outlook
  • Dissemination of content
  • Production of digital forms: profiling of needs and protocols
  • Production of reports and statistics for managers
  • Process support and periodic reminders
  • To-do list for each employee
  • Intra-organizational digital communication
Danel FC Digital
  • Direct and digital relations with the client
  • Web and mobile interface
  • Clients can watch holdings, transactions, yields/returns
  • Digital support for new client admission processes
  • Digital support for the processing and retention of existing clients
  • Creating digital contact with the client’s chat advisor
  • System for compliance with strict security conditions
Production of digital reporting forms
  • Reports to the Securities Authority
  • Regulatory reports to clients
  • Client-specific reports

Danel’s customer service is available to its clients
on Sunday – Thursday 09:00 – 18:00
on Tel: 972-9-9544015