Solutions

One platform. Every module you need.

Our platform proved itself at financial institutions before the market was ready for the cloud. Now the market has caught up. Take the products as a whole, or combine the modules into your own proposition.

Products

01
Talero

Investment Giro

A cloud-native beleggersgiro for B2B2C propositions.

Investment managers and IT specialists designed it together, on the latest Microsoft technology. It administers client accounts, orders, units and cash, from the first deposit to the annual statement.

  • Investment accounts and portfolios
  • Fund orders, prices and rebalancing
  • Direct debits, payments and matching
  • Annual statements and tax reporting
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02
Talero

Customer Portal

Digital onboarding and beyond.

A modern app that automates the whole onboarding process: KYC, risk and behavioural profiling, opening an investment account and matching the client with a suitable product. Afterwards, clients see the performance and details of their investments 24/7.

  • KYC and identification
  • Risk and behavioural profiling
  • Account opening and product matching
  • Insight into performance, 24/7
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03
Talero

Employee Portal

The employee benefits portal of the future.

It is based on a platform that won the FD PensionPro innovation award. Employees gather their income and expenses in minutes, then plan their retirement and see where their finances are heading.

  • Income and expense data in five minutes
  • Pension planner and retirement scenarios
  • Month-by-month view of income and expenses
  • Share data with an advisor and book a session
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All modules

Every module uses the same client, account and transaction data. More modules are being added.

05Clients

  1. 01CRMRelationship managementClients, relations, roles and their documents in one place.
  2. 02KYCKnow your customerIdentification, screening and periodic review.
  3. 03COMDigital communicationLetters, emails and in-app messages from templates.
  4. 04CLPClient portalSelf-service for your end clients, under your brand.
  5. 05ADVIntermediary and advisory portalAdvisors manage their clients and quotations.

05Investments

  1. 06ACCInvestment account managementAccounts, holdings and positions per client.
  2. 07PFMPortfolio management and rebalancingModel portfolios and automatic rebalancing.
  3. 08ORDBuying and selling fundsOrder flow from instruction to settlement.
  4. 09FNDFund and price managementFunds, NAVs and prices, with full history.
  5. 10PRDProduct design, Box 1 to Box 3Configure products for every Dutch tax box.

04Money

  1. 11PAYPayments and direct debitsCollections and disbursements via SEPA.
  2. 12MTCMatching incoming paymentsBank transactions matched to clients and orders.
  3. 13PSKValue transferTransfers between providers under the PSK protocol.
  4. 14CSTCost managementFees and costs, calculated and charged per account.

04Control and reporting

  1. 15WFLWorkflow managementTasks, approvals and follow-up in one queue.
  2. 16TAXTax rules for annuitiesAccrual and payout of annuities under Dutch tax law.
  3. 17ANSAnnual statementsYear-end statements for every client and account.
  4. 18IBTax authority reportingMandatory reporting to the Belastingdienst.

Curious what Talero can do for you?

We would be glad to show you the platform in a demo, tailored to your proposition.

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