Average Implementation Time in Months
Internet Broker - Established online broking system
An award winning and market leading online broking system for a complete internet dealing solution. Utilising straight through processing, Internet Broker enables brokers to provide clients with instant online trading, tailored to a firm’s own service offering. Clients can deal in shares over the internet, have the transactions executed and receive confirmations without any manual intervention. By analysing usage of the system the broker can target specific clients or groups with time sensitive offers.
Clients Direct - Independent Financial Advisors (IFAs) easily linked with their clients
A system for investment management firms which links them to their associated Independent Financial Advisors (IFAs) and to the IFAs’ clients. Individual web sites are created for each IFA through which the clients have direct access to their accounts, portfolios and total assets managed by the investment manager. The system is highly secure and provides a two-way dialogue for messages and instructions.
Speedreport - Reader-friendly professional documents and reports for your clients
Used by brokers and financial institutions for the production of large reports, significantly enriching their appearance. Speedreport prepares statements and valuations quickly and in high volumes, ready for printing and electronic display. It enables firms to provide clients with reader-friendly and professional documents and reports.
TransFIX - Easy exchange of FIX trading messages
Allows securities firms to send and receive FIX trading messages without changing existing applications or acquiring specialist FIX expertise or resources. It has a flexible open interface that translates proprietary trading messages into standard FIX message format. Once a trade has been performed, the resulting FIX trade confirmation message is translated back into the original message format.
Electronic Trade Confirmation - Automated trading process
CREALOGIX ETC system links brokers, banks and hedge funds to facilitate a fast efficient pre- and post- trade confirmation process. The system enables organizations in the financial sector to electronically confirm trading intentions and commitments despite having disparate, technical and business, processes and systems. The STP nature of ETC allows organizations to eliminate manual processes from the trading process.
Global Match - Automatic matching of buy and sell orders
Global Match is a system which facilitates the capture and automatic matching of buy and sell orders between institutional clients in the trading of financial instruments. Global Match supports automatic Straight Through Processing (STP), voice broking or a hybrid approach involving both electronic and voice broking. Counter party details are not disclosed, which enables the intermediary broker to offer full anonymity to clients on each side of the transaction.
Secure data centre and award-winning service levels
CREALOGIX has a purpose-built, secure data centre. It delivers “tier 1” to “tier 4” levels of security, as required by the financial securities industry. CREALOGIX can host, manage and operate applications on behalf of clients at this secure facility. An additional disaster recovery location ensures business continuity.
- Hosting of financial web sites whether for trading, and/or providing clients with online access to specialised personal information such as portfolio and valuation data, or as online electronic marketing tools.
- Operational Management of systems on behalf of a bank or stockbroking firm wherein CREALOGIX hosts and manages the customer’s computer systems and networks.
- Disaster Recovery Services whereby MBA provides the backup procedural, information, trading, and communications facilities required by a financial services company in the event of the non-availability of its primary centre of operations.
Disaster Recovery - Best practice procedures
In use are multiply redundant communications and processing hardware. As a consequence there is a very low probability of hosting failure of the type which would require invocation of a DR site. However, the company maintains a Disaster Recovery facility, where its key services and facilities are duplicated for invocation in the event of total system loss. CREALOGIX experience, expertise, and professionalism ensure that its customers can go about their core business confident that the IT systems underpinning those business processes are in the best possible hands.