Wealth Management. Transformed.
PCS Wealth Management Platform.
PCS Wealth Management is an award-winning, fully integrated platform that brings together portfolio management, financial planning, trading, and reporting in one system.
It automates core wealth management processes, giving teams more time to focus on client service and investment strategy, whether operating in advisory or execution-only models.
Built on modern web technologies, the platform supports best practices, regulatory compliance, and informed portfolio decision-making.
By The Numbers
€30bn+
1000+
280+
4
Platform Capabilities.
Functional Highlights
- Financial Instruments & Classification
- Portfolios Administration
- Customer Information Service
- Holdings & Exposure Analysis
- Realised / Unrealised Profit & Loss
- Portfolio Performance Analysis
- Cash Management & Cash Flows
- Model Portfolios
- Benchmarking
- Investment Profile Questionaire
- MiFiD Appropriateness & Suitabiility
- Workflow & Signatory Rules
- Investment Strategies
- Portfolio Rebalancing
Non Functional Highlights
- Multi Lingual
- Flexibility in Local Customisations
- Real Time Online Processes
- Automated End – of – Day Operations
- Access To Any Historic Value
- Flexible Reporting Capabilities
- Advanced Security
- Full Audit Trail & Logging
Intelligent Portfolio Management
Manage multi-asset portfolios with tools for asset allocation, rebalancing, performance tracking, and reporting – all in one integrated environment.
Integrated Financial Planning
Create and manage financial plans aligned with each client’s goals, risk profile, and investment strategy, with ongoing monitoring and adjustments.
Automated Compliance & Reporting
Ensure regulatory compliance with automated checks, audit trails, and reporting across portfolios, transactions, and client accounts.
Insights & Perspectives.
How Eurobank Consolidated Complex Investment Operations with PCS Wealth Management
Eurobank’s Fund Services division supports middle- and back-office operations for institutional clients and asset managers, while also managing discretionary and advisory portfolios through its asset management subsidiary. Over time, these services were delivered through multiple systems operating across different infrastructures, creating operational fragmentation and unnecessary complexity.
Wealth Management Trends 2026: From Insight to Infrastructure
The wealth management industry is approaching a turning point. Structural demographic shifts, rapid advances in technology, and changing definitions of trust are forcing firms to rethink not just how they serve clients – but how they are built.
Recent industry research, including long-range perspectives from firms like McKinsey & Company, points to a decade defined by convergence: human advice working alongside intelligent systems, broader definitions of wealth, and technology moving from enablement to infrastructure.
Ready to See More?
Request a quick and easy demo to explore the key features and benefits of PCS Wealth Management Platform.