How can we help to automate painful processes? 

 

Full audit trail of client, sales and trading activity to help minimise basic mistakes and perform error-tracking and logging.

 
 

IPO Process

 
 

A periphery service that automates the entire New Issue Process, from subscription collation to size allocation.

 
 
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NEW ISSUE TRACKING & ALLOCATION

Subscription Entry


One-click allocation


New Issue Compilation


Prospectus Service

 
 

A central repository of bond prospectuses and factsheets - where convenience meets regulatory compliance

 
 

PROSPECTUS & FACTSHEET REPOSITORY

Automatic Email Template


Easy Data Management

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