Core Investment Management, fully integrated.
CIM-BI digitalises and automates every business process between an investment firm and its clients. Three components on one platform — admin system for the firm, web cabinet and mobile app for clients — natively connected to SIMA, the Baku Stock Exchange, the National Depository Center, ASAN Finance and 1C.
Core Investment Management
Admin system, client cabinet, mobile app
One platform, three faces: a web admin for the firm to manage clients, operations, instruments, limits and commissions; a web cabinet for clients; and a full mobile app with the same functions.
E-signature (SIMA) integration
Clients sign both documents and orders electronically via SIMA — legally binding and fully digital.
Multi-level approval matrices
Dynamic, multi-level approval mechanism for every operation type — built-in four-eyes principle.
Balance & overdraft management
Track client balances, configure overdraft limits and route changes through approval chains.
Securities & financial instruments
Manage the full instrument catalogue and client portfolios, integrated with NDC and the Baku Stock Exchange.
Commissions & tariffs
Automated calculation and management of commission rates per operation type — no manual finance work.
Client investment accounts
Each client gets a managed investment account with full lifecycle handling inside CIM-BI.
Multifunctional tables
Filter, view, edit and export every dataset to .csv directly from the operations grids.
Real-time integrations
Live connections to ASAN Finance (financial data verification), Baku Stock Exchange, National Depository Center and internal 1C.
See it working.
A look inside CIM-BI — the admin operations console for brokers and investment managers, with live integrations to SIMA, BSE, NDC and ASAN Finance.
