Institutions serving their needs through seamlessly integrated systems and covering the full functionality of accounting, customer care, access control for employees and clients management.

Features:

• Flexible in functioning as a multi-user and multi-language system.



• Maintains client's info using "Know Your Customer" technique.



• Supports multi-currency, multi-market, multi-client account structure.



• Supports regular and margin trading.



• Supports managed portfolio trading.



• Clients categories and segmentations.



• Supports E-Channels (SMS, FAX, Email, IVR, Web Query).



• Computerized clients' documents archiving Tools.



• Provides a user-friendly chart of account based on flexible currency structure.



• Auto Foreign Exchange currency conversion.



• Verification of accounting and corporate actions transactions by the supervisor.



• Financial transactions appliance between any accounts based on normal or multi FX transactions with different currency rates.



• Comprehensive definitions of entries like countries, cities, cost Centers, etc.



• Permissions and authorizations for clients and users using groups and privileges.



• Real-time reflection of the portfolios transactions to the accounting system.



• Compliance function enables brokers to prevent violations before the execution.



• Intensive reporting module for any needed data.