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Streamline your fund distribution. If you distribute funds you know that managing and selling them can be complex and time-consuming. Advent’s Tradex replaces manual procedures with an automated workflow all the way from order entry over payments to settlement. With Tradex, you can manage high transaction volumes with less effort. Its flexibility enables you to launch and distribute funds more quickly. Bottom line: greater operational efficiency and better client service for your shareholders registry.

Key Features

- Built-in order management system. Order capture from Tradex, imports or via API's. Order generation through rebalancing. - Automatic aggregation and netting of orders into block orders, reducing the number of transactions to be executed - Automatic order notification to fund providers, administrators and investors. - Optional approval and trade compliance checking against client mandates and internal rules - Full multi-currency shareholder portfolios, orders and settlement - Automated share allocation and settlement - Automated calculation and tracking of sales commissions and incentives - Online self-service for clients and external advisors through powerful API. - Handles nominee setup. Cut custody costs and protect your investor details - ISO20022 communication​

Key Benefits

- Eliminate tedious and error-prone manual processing - It’s all about STP - Manage larger volumes with less errors with the same staff - Get automatic payments management  - Protect investor security with rules and validations for stricter compliance - Tailor the solution to your business and operational model - Multi-tenant, let external brokers leverage your platform - Enable clients to manage their investments anytime, anywhere through online services

Product/Service details