Phinom Trading Solution: A New Approach To Wealth Management BUSINESS CHALLENGE The customer sought ways to increase return on their capital investments and bring more automation to their daily routine, as they sold options to banks via telephone and kept accounts of all operations, investments, and capitals in Excel spreadsheets. Managing capital in such an old-fashioned way limits the potential profits and quickly gets out of hand as the number of client positions grows, impeding the potential and profits for both customer and bank. The customer needed trading software where he could also manually enter positions created at third-party trading venues outside of the Phinom system. The solution also needed to be available on all platforms and appropriate for any age group, so Deve

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