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.
A periphery service that automates the entire New Issue Process, from subscription collation to size allocation.
NEW ISSUE TRACKING & ALLOCATION
New Issue Compilation
A central repository of bond prospectuses and factsheets - where convenience meets regulatory compliance
PROSPECTUS & FACTSHEET REPOSITORY
Automatic Email Template
Easy Data Management