Order initiation, execution, settlement and safekeeping bringing the control of delivery vs payment to the non-DVP world of private placements
Supply investor support to access portfolio information through a branded web portal, and to initiate and approve orders
Connect trade, cash and settlement to ensure control over orders, cash receivables and payables
Link directly to banks to pay, receive and reconcile monies
Custody team management with pro-active trade control, work allocation and task management developed into a customized workflow engine
Integrate documents and data in a seamless platform
Order delivery by automated email and fax