Private Bank Clients & Execution Traders

Overview of Private Bank Workflow

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