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All responses will be treated in the strictest confidence.






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Front office servicing

Survey questionnaire
Rate your providers on up to 9 service elements
All responses will be treated in the strictest confidence

Integrated trade execution

for Broker-Dealer
Providing platforms for executing trades for multiple instruments with aggregated feedback on pricing, attributes, sources of liquidity, etc., to help traders easily analyze and respond to markets.


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Integrated trade execution

for Wealth Manager
Providing access to markets to enable wealth managers to execute trades at a market-competitive price across instrument types and locations and then seamlessly feed through to the clearing and settlement process.


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Intra-day cash management

for Asset Manager
Managing the day-to-day cash balances and liqudity needs.


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Fund manager reporting tools

for Asset Manager
Production of performance reports, fund factsheets, client reports etc.


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Integrated cash financing

for Broker-Dealer
Providing clients with a facility that automatically allows the settlement of purchase transactions, up to an agreed limit, when there is insufficient cash in the clients account due to previous fails of sale transactions


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Fully-disclosed recordkeeping

for Broker-Dealer
Holding the full details of underlying clients in order to be able to process transactions through middle office process and allocate trades appropriately.


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Inventory reporting

for Broker-Dealer
Provide real-time reporting of available positions on which trading decisions can be made


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Portfolio modelling

for Wealth Manager
Providing front-end decision support to monitor portfolios and bring them in line with prescribed investment models, from which portfolio allocations can be generated and trades executed.


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Portfolio rebalancing

for Wealth Manager
Providing front-end tools to deliver modified asset allocations through buying and selling portions of a portfolio.


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