Solutions

Through the real time on-line interface with the Mutual Fund Management Company, the Securities Brokerage Firm, the Core Banking System and the Stock Exchange, this module provides the ability to submit and execute stock trading transactions, and manage a wide range of investment products(mutual funds, equities, derivatives, bonds) in a cohesive environment.

The solution's characteristics are:

• Submission of Instructions (limit, stop/loss, market, all or none)
• Cross-Selling Instructions between Stocks and Mutual Funds
• Real time Monitoring of instructions - transactions
• Historic data on instructions
• Customer Portfolio positions
• Cash balances from different sources
• Buying Power Calculation
• Real time and/or delayed Market Feed Data
• Virtual portfolios
• On-Line Interface with both the Mutual Fund Management Company's system and with the Core banking system for the settlement of transactions
• Alerts
• Charts
• Newsletters
• Multiple Investment Accounts Management, including Margin