Trade Order Management
With growth of business volumes, the routine work of order generation and order management takes away time and efforts of fund managers and operating staff. WealthSpectrum offers tools to efficiently manage these functions minimizing the efforts.
Entire trade order lifecycle is supported with effortless and smooth operational workflow:
- Order generation through tools with screens to preview / manual order entry
- Pre-trade compliance checks for cash, holdings, constraints and restrictions
- Block Orders
- Broker assignment and release to the broker
- Trade import and reconciliation with orders
- STP ISO15022 contract note import and trade reconciliation
- Custodial confirmations including STP ISO15022
- Block trade allocations and custodial interfaces