Solution Summary

The solution optimizes processes and routines from operations billing carried out in many segments, which provides automatic cash settlement, consolidated billing and parameterizable distribution.

It also enables functions segregation and double operations control, including limit control per levels (ex: Trader, Portfolio Manager, Manager, etc).

By online portfolio, positions are updated in real time, excluding the need of back-office processing.  Cash and cash flow positions are updated by operations performed during the day.

Processes

• Registration and execution of orders held in the market
• Distributions of operations

Benefits

• Help in management of investment portfolio using tools of business modeling
• Efficient operational control