Average Implementation Time in Months
Internet Broker - Established digital broking system
Internet Broker provides brokers and investment managers with an ‘out of the box’, richly featured system for trading financial instruments online and via mobile devices. It is an established package that is used by many prestigious financial institutions today. A firm’s clients can trade over the internet or on the move via mobile devices – all steps in the transaction process are completely automated.
Clients Direct - Independent Financial Advisors (IFAs) easily linked with their clients
Clients Direct links Wealth Management firms to their associated Independent Financial Advisors (IFAs), directly to their clients online and on the move via all leading mobile devices. Clients have instant access to up to the minute detailed accounts, portfolios and valuations.
Speedreport - Reader-friendly professional documents and reports for your clients
Speedreport is a client fulfilment service allowing brokers and financial institutions to produce large scale, volume reports, significantly enriching their appearance. Speedreport prepares statements and valuations quickly in high volumes, ready for printing and electronic display. It enables firms to provide clients with reader-friendly and professional documents and reports.
CREALOGIX can host, manage and operate applications on behalf of clients within its Secure Cloud infrastructure. This is maintained within Crealogix’s Data Centre which is certified to the highest international banking standards for security and resilience.