Retirement Plan

• Powerful platform having ability to create flexible administration procedures and innovative product design
• Optimized and flexible solutions to adapt diversified Client’s retirement plans​

Model Portfolio Management

• Advanced tools supporting investment plan creation and maintenance to satisfy various financial goals
• Online seamless process​​
• Individual/Bulk process supported​​​

Mainstream Investments​

• Create and manage their investment accounts
• Invest and manage their financial assets: Stock/ Bond/ Term Deposit/ Managed
• Fund Trade/ invest on International Equities (IE) of many global security exchanges

Reporting​

Provide many kinds of reports to investors/ advisors and fund managers:

• Investment reporting
• Financial reporting
• Tax reporting

Alternative Investments​

Trade/ invest in Foreign Exchange (FX) market (Ex: USA/ GBP/EURO/ HKD…)

Pre-Settlement

• Allow banks and brokers to perform international clearing, settlement, and corporate action
• Support all major ETC protocols out-of-the-box (e.g. Oasys, CTM, GETC, FIX, Iress)
• Support all settlement types including SWIFT 15022, 20022

Clearing And Settlement​

• Provide post-execution and pre-settlement transaction processing
• Support multiple asset classes and markets for greater operational efficiency

Trade Accounting​

• Provide integration with standard corporate GL systems
• Provide accounting for commission attribution and sharing arrangements
• Provide accounting for financial transaction taxes​

Credit Request​

• Clients Management
• Transactions Management

Credit Approval​

Credit Checks Management

Funding​

Settlements Management

Payment Collection​

Payments Collection Management

Administrations​

• Departments and Staffs
• Roles and Permissions
• Reports Management
• Products Management

User Portal​

• Customer Management
• Perform Transactions
• User Reports

Mobile Apps​​

• Check Balance​
• Perform Transactions​​
• Customer Reports​

Management Portal​​

• Transaction Management​
• Know Your Customer​​
• Users Management​​
• Report Management​​

Bank Integrations

• Top-up
• QR Code
• Vouchers
• Bill Payment
• Transfer
• Cash Deposit/Withdrawal

Branded Card Issuing​

• Customer Management​
• Card Management​
• Transactions​

Buy Now Pay Later​​

• Merchant Portal​​
• Merchant Integration​​
• Admin Portal​