◉ User friendly and quick to install.
◉ Seamlessly integrates front, middle and back office.
◉ Provides a menu of screens for viewing accounts, values, transactions, cash flows, holdings, and related history.
◉ Exchange instrument prices can either be End of Day, 15 min delayed or live.
◉ Fund prices (Unit Trusts, Index Trackers, Exchange Traded Funds, Structured Notes) are either daily, weekly or as supplied from source.
◉ Modules for account views, management reports; client statements; performance; modelling; fees; multi-currency CGT admin and reporting; trading; compliance and related administrative operations.