Fi-Tek’s state-of-the-art Investment Management (IM) solution helps you formulate trade execution strategies by integrating with the core accounting engine and allowing for analyzing the impact of trade through various what-if-scenarios before the order is placed. An inbuilt compliance engine gives you the control to review breaches before a trade can be executed.

The IM module comes with rich features that take a multi-faceted approach to designing your trades.

• Create various asset allocation models based on investment goals or asset classes
• Integration with “Thomson Reuters Order Routing for Equities” Network provides access to more than 400 additional executing brokers
• Any transactions processed are reflected on a real-time basis in the core accounting system
• Proactive alerts on dashboard help manage client accounts efficiently
  • Widgets can be customized streamlining the user’s workflow
  • Fi-Tek can create custom widgets
• Review, analyze and research trades easily and efficiently
• Observe and execute trades in reaction to market activity
• Configurable with workgroup security to enable users with access to authorized accounts and functions
• Easily incorporate all accounting compliance