Atlantic’s Distribution Services - Known By The Company We Keep

 

You too will be in good company when you join the more than 12,000 sales representatives (as of January 2010) who use Atlantic’s distribution applications, and you will benefit from the professional relationship we maintain with the majority of distribution entities in Poland.

What makes Atlantic good company for your distribution needs?

  • We offer a flexible approach to brokerage houses, banks and independent financial advisors.

  • We deliver tailor-made procedures and tools.

  • We invite you to attend our regularly scheduled distributor workshops where you follow market trends and exchanges ideas and experiences.

  • We let you benefit from our modern application systems for sales support.

  • Our applications, operative in multiple points of sale since 1998, are updated regularly to meet end-user needs.


How Atlantic adapts to your needs:

  • We offer system solutions most useful to distributors, solutions adapted to the distribution chain needs, its scale and applied technological solutions.

  • These solutions include:

  • Fund Agent, a modern on-line tool that gives access to data on investors served by a given distributor, allowing for quick and effective financial and non-financial order placing and management of print-outs.

  • Winsopok+, dedicated to networks that use a central management system (but can also be installed locally). We have introduced into this updated and improved version of a former application mechanisms that provide input data validation and that improve the distribution chain management process. The system may also generate printouts, reports and bank transfers. Its automatic input of previously introduced data optimizes time for placing orders.

  • Fund-Hub, an Internet application that allows messaging in different data formats, for translating formats received in every format and for sending feedback reports in the format required by the distributor.

  • Various commission structures, provided by Atlantic systems, are made feasible because we are experienced in calculating front-end and back-end load fees, trail&retro and 12b-1 commissions, as well as Broker Credit/CDSC commissions.

  • AML/KYC activities. We provide support within these activities, depending on client requirement. Our procedures, in use for many years, meet strict EU requirements, as attested to by regular client audits.