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Advanced
Features
Full Activity History Repository
for All Clients
 Complete activity history of any account
in a very well organized layout
- Buys
- Sells
- Bookkeeping
- Drill down on Buys/Sells to see ticket details including
fills Transaction Entry
Compliance/Management
Perspective
View firm wide activity in any security
- Drill down on any broker activity
- Drill down on any client activity
- Easily spot anomalies (e.g account churning, zero commission
trades, etc)
Setup a shareholder once and use across funds.
General
Produce Reports for emailing and/or
faxing
Secure, Robust, Scalable solution
Uses Oracle and can scale as the organization
grows
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Eliminate Privacy Risks
Secure repository satisfies privacy concerns on client information
(Much better than client information scattered across all
your computers)
- Authorized access ensures users only sees authorized information.
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