Automate your business workflows & processes
Discover the flexibility of efficient, reliable trading systems
Looking for efficient systems that work with your platforms?We have a comprehensive understanding of how our products and services fit into your larger workflow. Let us automate those everyday mundane tasks so that you can focus on getting things done.
Our ProductsOur tools are made to streamline & automate trade processing while building structure that allows you to easily manage exceptions.
UniTEnables better management of client holdings to keep clients invested in UITs
UniTUnit Trust Trading SystemUniT boosts asset retention: firms use this tool to better manage client holdings and keep customers invested in UITs. This tool offers Straight Through Processing (STP) for orders to all major sponsors, providing seamless automated processing with sponsors. Our clients who use UniT are able to automate the entire UIT lifecycle from broker to sponsor to your back office.
TradePortAutomates workflows to efficiently and seamlessly manage data from various systems
TradePortTrading Operations MiddlewareTradePort is middleware that enables Straight Through Processing of security types including Equities, Fixed Income, MFs, and Options and has the ability to receive data from various platforms, sources and standard or custom data formats. This tool is useful for money managers, correspondent firms, and anyone looking to better manage big Trade Processing data with high efficiency.
RADARSupports exception management to improve automated decision making
RADARException ManagementRADAR analyzes millions of items to identify trading inconsistencies and anomalies that require review. This tool is used to reduce the amount of human resources and time needed to manage potential risks. RADAR can be used to collect data from internal systems to compare with external reports and can be used with Files, APIs, Mainframe information, datasets & databases, FIX messaging, and other data source formats.
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