Overview of Private Bank Workflow

 Private Client ➞

Private Client ➞

 Relationship Manager ➞

Relationship Manager ➞

 Execution Trader ➞

Execution Trader ➞

 Marketplace

Marketplace

 

How can YOU boost performance?

 

For the private clients, we have designed and developed an iOS and Android 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.

 
 

Private Client's mobile application features

(iOS & Android available)

 

BOND RECOMMENDATIONs

New Issues Updates

Price Transparency

Curated Market News


 
 

ANALYTIC TOOLS

Bond Categories

Yield Calculator

Issue Information


 

PORTFOLIO MANAGEMENT

P&L Tracking

Indicative Pricing

Alert Notifications


 
 

ACCOUNTABILITY

Messaging System

Real-time Audit Trail

Standardised Protocol