Methods of use of Callisto

a software that adapts to your way of working


Launch of our solution for Asset Managers

December, 2010

demoOur new software Callisto is an integrated tool dedicated to independent companies of wealth management.


Adding features to Callisto

March, 2011

Callisto is already looking to the future with its new 

features including fiduciary deposit, performance etc..


Callisto Now alvailable in english

March, 2011

demoWe have rolled out the English version of our software Callisto for Asset Management. The next language will be German.

An instantaneous overview

• Consolidated file retrieval (by customer, family, manager, bank or master account)

• File analysis by financial instrument, currency or sector

• Searches and history access for every type of transaction


Auditing at every stage

• Order monitoring, notice of transactions

• Confirmation and posting depending upon the allocation of functions

• Automatic price updates (Telekurs, Reuters, Bloomberg, custodian bank, etc)


Estimation Portfolio


Your day-to-day work simplified

• Systematic file auditing allows automatic comparison with the positions of different banks.

• You can access consolidated estimates of multi-bank customer files.

• You can print a customised invoice for each customer and each financial instrument.

Every customer document produced by Callisto is customised in the customer's language. You can interface all the transactions on customer portfolios with the major banks, automatically.