FEATURES & FUNCTIONALITY

Investment Management

  • Extensive Investment Menu
  • Model Management
  • Order Aggregation
  • Order Routing
  • Pre and Post Trade Compliance
  • Execution Algorithms
  • Portfolio Management

Risk Management

  • Capital Protection
  • Capital Preservation
  • Automated Rebalancing
  • Model / Mandate Compliance
  • Exceptions Management

Reporting and Analytics

  • Valuations
  • Income
  • Performance
  • Taxation
  • Attribution

CRM and Workflow Management

  • Contact Manager
  • Email Integration
  • Phone Integration
  • Case Management
  • Automated Workflow Manager
  • Ad-hoc Workflow Manager
  • Document Management
  • Template Management

Adviser Tools

  • SOA and ROA Builder
  • Fact Finder
  • Online Forms and Instructions
  • 3rd Party integration
  • Fee Management
  • Online Content Management
  • Market Information and News