WealthLogic
The most affordable technology solution to facilitate marketing and
customer services of
FX structured products.
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Highest
customer satisfaction
- immediate deal confirmations
- instant response to customer enquiries
- monthly, daily and ad-hoc account statements
- realized and projected cash flows
- professional templates for portfolio analysis
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Lowest
implementation cost
- ONE deal's profit
- TWO PCs to work
- THREE days of training
- FOUR weeks to go live
- FIVE strategic modules
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Easiest
deal capturing
- graphical deal input
- multiple fixings in one click
- standard templates for popular structured products (TARFs, DCIs, etc.)
- flexible designer to create new structured products
- rapid compilation of fixing tickets and customer statements
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Slimmest
back office
- controlled straight through processing
- flexible management reporting
- direct general ledger interface
- cash flow management
- transaction auditing for full compliance
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