Private and Retail Wealth Management platform for client onboarding, portfolio, valuation, order management, trade processing, payments, accounting; Supports all asset classes, cash & derivatives instruments.
Functions: Product catalogues, reverse inquiry, fact-sheets, recommendations, sales performance, revenue, limit orders, order pooling, automated execution, pricing analytics, solvers, suitability checks, compliance capture, aggregation, approval workflow, client allocation, confirmation, settlement, redemption, coupons, payouts, accounting, MIS and choice of API access for all of these functions.