Automation and oversight
… with flexible performance management processes
Automatic order management is the key to your Digital Wealth Management strategy. Our order management module provides services and process flows that drive your back office systems and remove the manual work load from your important key human resources. The module creates orders, tracks their status by synchronizing with your back office systems and even may aggregate individual orders to block orders or routes batches of orders as basket orders.
Our order management module routes orders to the banks back office infrastructure, synchronizes order status and handles the overall order process.Click here for details
Single orders can be aggregated to block orders in order to fulfill the MiFID II induced "best execution policy". We generate breakdown structures for block orders that can be used in back office systems to distribute all portions of a block order to the corresponding customer portfolios. Basket orders facilitate order handling for single portfolios and bundle orders that are triggered by a single rebalancing context.Click here for details
A central element of our order management module is the order book which represents our knowledge about orders that were triggered by our system. Also orders from other sources can be represented here therefor provide a holistic view of the customers open orders. This information is used to present up-to-date information for example during rebalancing or monitoring.Click here for details
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