Settlement and Documentation

Software to manage and track documentation requirements for determining whether gains or losses are made on contracts held during a certain time period.

Company: Murex
Murex's Enterprise Platform for Optimised Operational Efficiency and Boosted Performances. Market-Differentiating Asset Class Coverage (ranging cash and listed products to OTC derivatives and including structured products) Streamlined Back Office Processes including position management, trade confirmation, settlement, cash transfers, corporate actions processing, reporting, auditing ...
Company: SAGE SA
Prospero 365 Wealth Management is a comprehensive financial platform that includes everything you need to run a wealth management business--from the front office to the back office, including General Ledger--without having to use multiple systems and spreadsheets. Highlights: Includes a comprehensive customer relationship management (CRM) system for managing and converting leads into ...
Company: GlobeTax
eCerts is GlobeTax’s online certification and documentation assistance tool. eCerts guides users through the process of creating documentation necessary to certify treaty eligibility status, which can be used to reclaim excess tax withheld on foreign investment income.
Company: GlobeTax
eDocs is an online account opening and document creation program, powered by GlobeTax, which allows our clients to log into a secure portal and submit beneficial owner information and manage document creation and delivery.
Company: GBST
A comprehensive middle office system for banks and brokers, GBST Syn∽TAC provides post-execution and pre-settlement transaction processing across multiple asset classes and markets for greater ...
Company: GBST
A back office system for banks and brokers, GBST Syn∽Ops delivers real-time international clearing and settlement functionality across multiple asset classes, entities and markets. Syn~Ops’ ...
Company: GBST
GBST Syn∽Finance offers a powerful, flexible and fully featured securities trading ledger with additional functionality for commission assignment and financial transaction tax accounting.   ...