The Private Bank Workflow

Private Client ➞

Relationship Manager ➞

Execution Trader ➞

Marketplace

How to Boost Performance?

Through speaking to actual and potential users, we have designed and developed an iOS / Android / web app which allows users to do basic research, price discovery, portfolio management, chat and trade enquiries with their relationship managers. Coupled with audit trails and notifications, clients would be in complete control of their bond portfolios.