.CONNECT Investor is a software designed from the ground up to meet the needs of stock and bond trading companies. It is designed to cater to client needs, transaction monitoring and history, statement generation and other full service operations.
.CONNECT Investor features include :
Trade Processing/Order Entry
Monitor transactions based on either trade, contracted settlement, actual settlement , record , or effective dates
Securities and Valuation
Built-in standard financial industry calculations
Track dealer and broker commission as each trade is processed
Extensive accounting records and audit trails
Accurate calculations for accrued interest, realized, and unrealized gains or losses
General Ledger, Invoicing, Trade Order Management, Custodial Interface..
Real time client communication systems (SMS, EMAIL)
.CONNECT Investor is an essential tool for your brokerage firm allowing for easy organization of client transactions and operations.
We will break down the many features of this software in other articles. Follow us on Twitter @etnconnect to learn more about how this software can help simplify your office operations.
Call a .CONNECT relationship manager today on 08031920068.