"Extending our current InTrader trading and safekeeping systems with the investment portfolio and correspondent capabilities gives us the many advantages of a common platform such as reduced time and cost of reconciling data, while providing timely information and better service to our institutional customers," said Jon Kozlowski, director of fixed income investment services at SunTrust Robinson Humphrey Capital Markets.
InTrader's Investment Portfolio system provides comprehensive real-time portfolio accounting and reporting for both SunTrust Robinson Humphrey and its institutional clients, bringing the advantages of performance measurement, robust amortization methods, and extensive security coverage to InTrader's integrated trading and sales, funding and safekeeping capabilities. Correspondent Portal provides Web hosting, graphical summaries, fixed income analysis, data distribution, online messaging, and local archives to the firmâs correspondents.
"InTrader goes above and beyond the regular scope and flexibility of portfolio reporting and analytics, and enables us to streamline communications with our customers with online messaging", said Mr. Kozlowski. "We chose InTrader because it is a state-of-the-art system that meets our needs for portfolio accounting which is integral to our business."