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Brokerage
▹ Front Office
▹ Markets
▹ Order Routing
▹ Middle Office
▹ Back Office
▹ Accounting
▹ Client Servicing
▸ Reporting
▹ Charting & Analytics
▹ Technology

 

Reporting


Settlement Reporting

House Exception reports

Customer Exception reports

Collateral Reports (Margin Trading reports)

Call Center Reporting

Customer reporting

  • Portfolio Report
  • End of Period Statement
  • Deal Tickets
  • Stock wise Summary Cash Transactions
  • Investor Credit Facilities

Business Intelligence

  • Infocenter environment for end user reporting
  • Any type of standard reporting tool can be utilized (Crystal report, etc)


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