Ομιλία – Παρουσίαση: Σωκράτης Πλούσας, Founder & CEO, Fund4all Τίτλος παρουσίασης: «Η ανάλυση δεδομένων ως βασικός παράγοντας στην επενδυτική διαδικασία»

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Financial Data
Management

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Data analysis & impact
D D DD D

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• Vendors independence
• Improvement of
obtained and offered
service.
What is Siffeed?
Platform for market data integration, management and
publication in real time.
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Publication
• Permissioning & Profiling
• Usage Control &
Reporting
• Market data management
• Functionalities
• Reduction of integration
and maintenance
technical costs
Integration Management

4. CONFIDENTIAL
Architecture
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Current core systems
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Integration using siffeed
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7. CONFIDENTIAL
Management
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Permissioning, Usage Control & Reporting
Usage Control
• Client knowledge
• Adapted offer according to
consumption
• Exchanges payment
optimization
• Limits to control specific
promotions costs
• Big data
Reporting
• Reporting about market
data use: operating,
profiles, etc.
• Compliance for reporting
to Exchanges, vendors and
audits.
Permissioning
• Applications: Provider feeds,
Exchanges, delayed data
• Users: Applications with
access
• Profiles: Customer
classification by profiles
• Functionalities and
applications based on profiles
• Attributes according to the
operating

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Publication
Push (Streaming)
• TCP Sockets
• JMS (Java Message Service)
• IBM WebSphere MQ
Siffeed Access via standards
• SOAP
• REST (JSON / XML)
Web Components
• HTML Iframe
Complete Front Solution
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9. CONFIDENTIAL
Profiling
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Client profiling and assignment according to profile and
operating
• Categorized customers by profile
• Functionalities and applications
• Information shortage
• Transaction fees
• Sample portfolios according to profile
Customised offer (On-boarding, anti-fraud/AML, Marketing

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Alerts
▪ Reactive and proactive on :
• Portfolio components
• Instruments from lists
• Last values consulted by the user
• Market values​​: the most traded, etc.
▪ Conditional orders
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▪ In rigorous real time
▪ Automatic alerts to trigger “call to action”
How ?
Customer feels cared (Post-financing)

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Portfolio management
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• Components visualization and
diversification
• Portfolio Analysis : potential profit and
loss, commissions, volatility...
• Historic access to transacted
operations : open and closed positions,
active, executed and cancelled orders
• Graphics and news related to securities
within the portfolio
• Real and virtual portfolios comparison
Real-time profitability and
risk exposure (Client loyalty)

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Experts in developing platforms for private asset classes
Private companies
investors’ relations &
data flows among
private equity GPs &
LPs
Recently developed operational platforms :
All the information of
private placement
debts markets from
origination to maturity
Complementary tools in one process
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Private companies
issuance of
investment tools

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Investment platform Fund4all
On-
Boarding
Business
Planning
Business
info,
evaluation,
Planning
Marketing
and
delivery
Issuance –
the Offer
Business
Valuation
& Rating
Data Room
& Pitch
Post-
financing
suite
C o m p l i a n c e
Decision to proceed to
issuance and relevant
actions
Issuance
Transaction, Post issuance
and relevant actions
Connectivity tool
platform
Open
API
Open
API
Open
API

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1999
Plataforma
First implementation of Siffeed
platform
Platform implementation of
the derivatives “front to back”
in real-time
Corporate
2002 2005 2008 2011 2014 2017
MedySIF’s creation Technical
department set up
Implementation
of Siffeed Corporate
Launch of the first version
of management units
First MDO project
Launch of tools for end
users on Siffeed
New projects with third
parties’ integrated
solutions
New MDO projects
Launch of new versions of
Siffeed’s management units
Implementation of Siffeed
Permissioning
Launch of Siffeed Abuse
Control
Launch of Siffeed Portfolio
MDR introduction (Market
Data Reporting Tool)
Implementation of Siffeed
Profiling
New MDO projects
New office in Madrid
Launch new tools for
Bookers on Line
We help financial institutions to boost their sales
and/or cut costs while optimizing data management.
About us
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15. CONFIDENTIAL
Edgar Neville, 6
28020 – Madrid
Tel: + 34 911 592 180
Espronceda, 53-57
08005 – Barcelona
Tel: + 34 933 034 686
Subsidiary in Buenos Aires
Partner in Greece
questions@medysif.com
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