Key Features
Full Front-to-Back functionality coverage, multi-currency and multi-type product support
360° view, sophisticated client profiling and segmentation tools with parametric pricing policies definition
Advisory and financial planning tools with proposal generation, history tracking and simulations
Automated order management based on workflows for local and global markets
Seamless compliance checks against the set client profile and proactive controls in accordance with directives
Activities tracking e.g. records of conversation, correspondence, client directives and decisions for compliance purposes
Extensive and customisable client and management reporting
Online performance monitoring with ability to breakdown on asset class, sectors, region, instruments etc
Integration with core systems and unlimited connectivity capabilities using standard protocols (e.g. FIX) or other proprietary APIs
24/7 access to all client data utilising the web and mobile tools
Benefits
Flexibility to respond to the requirements of different markets and countries
Improved productivity and operational efficiency through streamlined processes
Risk aversion, accommodating regulatory concerns
Comprehensive decision making and client support
Increased client engagement and experience through personalised and innovative services
Optimised profitability margins