Operational reporting everyone can find
Give management, branches and operations teams access to summaries for ledgers, risk, margin, settlement and transactions, with customizable reports.
Challenges addressed
Problems this module helps with
- Reports built manually each day
- Different numbers in different teams
- Slow answers to management questions
Trades
12,480
Settled
98.2%
Open items
37
Monthly settlement volume (sample)
Features
Core capabilities
Operational summaries
Daily views of activity across the business.
Ledgers & transactions
Client ledger and transaction reports.
Risk & margin
Exposure, margin and collateral reporting.
Settlement activity
Track settlement status and history.
Custom reporting
Configure reports for specific teams.
Workflow
How it works
- 01
Collect data
- 02
Build views
- 03
Share with teams
- 04
Drill down
Integrations & dependencies
- Back office
- RMS
- Market data
Specific integrations are confirmed for each deployment.
FAQs
MIS & Analytics questions
Can reports be customized?
Yes, reports and dashboards can be configured for different teams.
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
Trading & Back Office
Client onboarding, trade processing, settlement and ledgers in one connected back office.
- Client onboarding & KYC
- Trade-file processing
- Contract-note generation
Broadcast & Market Data
Exchange-feed setup, feed-health monitoring, market movers and SOD workflows.
- Exchange-feed setup
- Feed-health monitoring
- Market movers
Request a demo
See MIS & Analytics in action
Walk through the modules that matter to your operations with our team.
- Tailored walkthrough
- Integration questions answered
- No obligation