Group entry
A client usually walks through cabinets with different passwords, and support drowns in access questions. The solution connects the subsystems by links and client rights. With the solution the entry is single, and the service map shows the subsystem set. In setup the rights matrix and the subsystem list come as reference data.
Profile and links
An investor is usually created anew in every company, and the links between records get lost. The solution keeps one golden record and the links to the companies of the group. With the solution the investor card is single, and accounts and contracts show by link. In setup the link sources and the roles come as reference data.
Single KYC
The check usually runs in every company separately, and validity dates diverge. The solution keeps one case with the level, the validity and the reuse. With the solution re-verification starts only by company policy. In setup the levels, the terms and the reuse rules are visible, and sanctions and PEP run as monitoring.
Accounts and orders
Balances usually arrive from statements with a delay, and orders are taken by phone. The solution shows cash, blocks and depo accounts and runs orders under role limits. With the solution the numbers match the middle office, and trading runs within the granted rights. In setup the limits, the checks and the reconciliation come as reference data.
Portfolio and reporting
Reports are usually ordered and awaited for days. The solution computes positions, P&L and returns at the latest prices and issues statements in seconds. With the solution every issue keeps a receipt. In setup the forms and the report schedule are visible, and the form sets are set in configuration.
Intra-group access
Proxies usually live on paper, and data flows between companies run without a basis. The solution grants access by link, processing purpose and investor consent. With the solution a revoked consent closes access at once, and a scope extension goes through a second approval. In setup the grants, the consents and the access journal are visible.
Events and voting
Events are usually marked by hand from letters. The solution runs dividends, coupons, meetings and subscriptions with the position on the record date. With the solution client rights for payouts and voting are error-free. In setup the ballots and meeting statuses are visible, and the rulebooks are configured per segment.
