We use cookies to ensure that we give the best user experience on our website. If you continue to use this site, we will assume that you agree.
SaaS solution for financial instruments
valuation and non-financial companies
Risk Management.
instruments valuation

Risk management

Disruptive pricing
Disruptive in the way of doing things
Up to 80% cheaper
than the Big Four!

IFRS 9, the new regulatory compliance

Classification and valuation of financial instruments.

Calculation of credit risk impairment.

Hedge accounting.

An executive risk measurement and management methodology for the non-financial sector.

Quantification, at all times, of exposures to different risks and their potential losses:

  • Interest rate
  • Currency
  • Real state
  • Commercial
  • Equities
  • Commodities
  • Inventory
  • Financial counterparty

Two new ratios, which concentrate a lot of information:

  • Serfiex risk appetite = PL / EC (Potential Loss / Economic Capital). Measures the impact of potential losses in the economic capital.

  • Serfiex budget confidence = 100% - PL / BP (Potential Loss / Budgeted Profit). Budget confidence estimates that we can place in the fulfillment of the budget.

Solvency and resistance analysis in extreme circumstances that take place in financial markets every 6 or 8 years.

Debt and risk limits optimal allocation.

Improve visibility and traceability strategy.


With over 20 years experience in the financial sector and little imagination we have designed a methodology for the non-financial sector that offers a complete picture ready for decision taking.

Universal service

Very large, large, medium and small companies.

All countries, all currencies.


Sign up for free and know our demo

Ceos, Cfos, Audit Commissions

"The measurement and control of financial risks are one of our best executive tools for decision taking. SERFIEX risk management methodology for companies and the professional way of implementing it help us in this task."
D. Javier Hernani Burzako CEO BME (Spanish exchanges and markets)

"A modern and efficient management in a company includes a rigorous Risk Management practice. SERFIEX can help a lot"
D. Santiago Fernández Valbuena Vice President EBN Banco. Formerly President Telefónica Latinoamerica and Telefónica's Board Member

"It is necessary to promote a business culture where the risk should be taken into account in all decisions and into all levels of the company."
CNMV. Technical Guide 3/2017 on Audit Commissions of Public Interest Entities


Duration: 1 hour
Next date:

know more

Price: 300 EUR
Duration: 6 hours
Next date:

Download program
“A Todo Riesgo” Program

Capital Radio
A program made by SERFIEX to be
aware of the risks of your company.

Others webs

The state of the art in portfolio management apps.

know more
The investment front that helps you get the maximum return on your knowledge !. Super-innovative and free.

know more
Tomorrowmarkets is a game where youtubers’ followers and students will forecast the Bitcoin and world stock market indices every day

know more
Next courses

Contact us
Your name (required)
Your email (required)
What do you need?
Social media

About us?