Invest|Pro™ manages and tracks the status for asset transactions from initial order creation through to settlement. This trading workflow is customizable for different the security categories.
On Invest|ProTM trade orders are sourced from the unit creation process (for collective funds) or via the Invest|Retail web portal for individual portfolios. Orders can also arise from a rebalancing exercise or where the portfolios are linked to a model portfolio which changes. Alternatively, the Invest|Pro UI allows investment professionals enter trades via a trading screen.
Using Invest|Pro’s trading validation algorithms, trading parameters are checked and may be forced through authorisation processes if necessary.Application Areas Arrange a call with one of our sales team