The right alert, to the right person, at the right time
Configure notifications for trades, margin shortfalls, risk exceptions and workflow events, delivered through the channels your firm has enabled.
Challenges addressed
Problems this module helps with
- Exceptions noticed too late
- Teams relying on manual checks
- Too many irrelevant notifications
- Margin shortfallClient SAMPLE-1042
- MTM threshold crossedBranch North
- Trade file processedSegment EQ
- Pay-in pending3 clients
Features
Core capabilities
Event-based rules
Trigger notifications from trades and operational events.
Margin & risk alerts
Notify users of shortfalls and risk exceptions.
Workflow exceptions
Flag failed or pending workflow steps.
Channels
Email, SMS, in-app and WhatsApp where supported and enabled.
Workflow
How it works
- 01
Define rule
- 02
Choose recipients
- 03
Select channel
- 04
Deliver & log
Integrations & dependencies
- RMS
- Back office
- Messaging providers (where enabled)
Specific integrations are confirmed for each deployment.
FAQs
Alerts & Notifications questions
Is WhatsApp always available?
Channel availability depends on your configuration and provider setup.
Related
Related products
RMS & Compliance
Monitor margin, MTM, exposure and risk parameters with configurable dashboards.
- Margin & MTM monitoring
- SPAN & F&O parameters
- Client / branch exposure
Collateral, Limits & Margin
Manage collateral, trading limits and margin requirements in one view.
- Collateral monitoring
- Trading-limit management
- Margin shortfall tracking
Security & Administration
TOTP 2FA, IP restrictions, role and branch permissions, audit trails.
- TOTP two-factor auth
- IP restrictions
- Role & branch permissions
Request a demo
See Alerts & Notifications in action
Walk through the modules that matter to your operations with our team.
- Tailored walkthrough
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