Securities Trade Processing Solutions
Gain a competitive edge. Our solution delivers a cost effective, low risk environment that allows our clients to better service their retail, discount and institutional business.
Our service delivers a competitive environment that allows our clients to:
- Access real time integrated order and execution processing
- Comply with Canadian regulatory reporting
- Trade in all major exchanges/ECNs via executing brokers
- Utilize a flexible architecture that enables multiple delivery channels for client access
- Integrate customer data with their proprietary applications using open
- Application Program Interfaces (APIs)
- Support multiple currencies
- Manage risk to firm's capital
- Record data and produce tax reporting (Federal, Provincial and U.S.)
- Deliver a full complement of registered plan administration applications.
Web-based solutions - Trade innovator:
Trade innovator is a web-based solution encompassing functions for sales, clients and account management. In addition, trade innovator introduces specialized workflow tools for improving productivity, reducing risk and moving to STP.
Trade Innovator for Sales
Gain quick access to client portfolios, place orders in real-time and use web reporting to maximize your business insight.
Trade Innovator for Client
Better serve your discount clients by enabling them to place and manage their own orders via the web.
Mutual Fund Investment Planner Solution
A complete front and back office solution to help financial planners and mutual fund dealers achieve low cost operations, meet increased regulatory reporting requirements, provide high quality service levels for investors and rapidly capitalize on new opportunities in wealth management.