Altimis is a superior, multi-currency, multi-channel stockbroking and portfolio management system. It offers an integrated, straight through approach to all aspects of investment management and can be delivered as a fully managed solution. Altimis is a highly configurable and client-centric solution that accommodates current and future client regulatory and business growth ease. Services to clients can be delivered via the web and/or fully white labelled. Altimis’ unique approach and managed delivery, combined with a powerful range of functionality spanning the front, middle and back office, makes it a market leading product.
Altimis provides a real-time, client-centric view of all assets. It is easy to navigate to other data and functionality, whilst remaining in the context of either the current specific task or client.
Cash & Stock Management
Altimis has been designed to deliver fast and accurate processing of both stock and cash, with audit check points and managerial oversight easily configurable at every stage. Automated reconciliation is included with CREST, BAC’s & Direct Debit functionality and the ability to import data from external sources.
The Order Management functionality provides access via FIX to all RSPs or an internal dealing team. The ability to deal (who, what, where) can be configured within the system, along with a complete audit trail and configurable straight-through processing.
Capital Gains Tax
Altimis has a complete Capital Gains Tax system to support the investment management process.
There is a comprehensive suite of reports and extracts to comply with all regulatory reporting requirements as well as to satisfy internal compliance and management information demands.
The in-built client reporting functionality provides access to a set of reliable, accurate and highly-configurable reports that can be easily personalised to suit your business or corporate identity. The flexible structure of the reporting package enables format modifications to be easily made. All client output can be ‘white labelled’ to suit individual corporate branding.
Client Web Access
Clients and agents can be granted access to their portfolio(s), transactions, cash, valuations, contract notes, etc, via a secure website area. The web portal is a ‘white labelled’ design, so it can be tailored to match corporate branding guidelines.
Any incoming or outgoing files, such as emails, letters, forms and voice files, can be stored in Altimis’ Document Management reference to a client, ensuring fast and complete access to any client communication.