Inform your financial decisions and organise risk monitoring.

Our consulting assignments help you understand a financial situation, compare options and define the measures to take. Our training develops your teams’ knowledge of finance and risk management, with a particular focus on capital markets. Solutiuma ERP combines a central risk management engine with business modules to organise and monitor your operations.

Our activities

Consulting, training and Solutiuma ERP.

Finance training

Read financial statements, understand how an instrument is valued or interpret a risk indicator. Our training develops this knowledge through a programme tailored to participants’ roles and the questions they encounter in their work.

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Solutiuma ERP

Connect risk management with your institution’s operations. The central engine organises risk identification, assessment and monitoring; business modules support the management of operations and the recording of information needed for this assessment.

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Finance, capital markets and risk management.

Financial analysis, knowledge of markets and risk management are closely linked. Understanding financial mechanisms helps assess exposures, while risk monitoring provides the information needed to examine management decisions.

FINANCE

Financial results, cash flow and financing

Connect the balance sheet, income statement and cash flows to understand an institution’s financial position. Identify its financing needs and assess the consequences of the decisions under consideration.

CAPITAL MARKETS

Valuation, portfolios and risks

Explain what determines the price and return of financial instruments. Analyse portfolio composition, exposures to market movements and the effects of management choices on risk.

Take account of how the institution operates.

The same financial issue may call for different responses depending on the nature of the activity, available resources and the skills of the teams. The intervention must therefore be defined around these factors so that recommendations or teaching can be put into practice.

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  • 01
    Understand the situation

    Identify the issue, the activities concerned and the difficulties encountered in managing them.

  • 02
    Determine the work required

    Specify the analyses to carry out or the skills to develop in relation to the objectives pursued.

  • 03
    Define how the intervention will be delivered

    Establish the content of the assignment or training, the expected results and the conditions for delivery.

Risk management grounded in the monitoring of activities.

The quality of risk monitoring depends on information drawn from the institution’s activities. Solutiuma ERP combines a risk management engine with business modules to organise the collection of this information, clarify responsibilities and track the measures taken.

Solutiuma ERPRisk management
OperationsMonitoring activities
ControlRisk assessment
GovernanceDecisions and action monitoring
TeamsResponsibilities and contributions
FinanceFinancial implications
01

Risk management

The central engine identifies risks, assesses their level and monitors mitigation actions. Assessments must be traceable to situations observed in the institution’s activities.

02

Business modules

The modules enable teams to manage their activities and record the information needed to monitor them. This information provides the operational basis for risk analysis.

Monitoring activities helps identify difficulties and verify the implementation of risk mitigation measures.

What question would you like to address?

Tell us about your consulting, training or software needs.