Prime Brokerage Online Reporting
Actuate solutions for Prime Brokerage implementations provide rich, dynamic and interactive online reporting that enables brokerage institutions to provide performance, balance, and trade confirmations instantly and conveniently, through a single online resource.
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Rich-Internet Application Interfaces for Prime Brokerage Online ReportingToday’s leading financial institutions are seeking to capture and retain a true competitive advantage through streamlining data access and display for clients of all types. By achieving operational efficiency with richer, more dynamic data visualization, these companies seek to enhance customer satisfaction and improve loyalty. To accomplish this, brokerage firms need to shift common transactions such as trade confirmations away from call center-focused services and toward a rich customer self service experience. At the same time, these companies need to reduce or eliminate slow, expensive and out-of-date printed reportsActuate solutions reduce the time to market for delivering rich, interactive customer self-service, even as they reduce the costs and risks of such solutions. With Actuate, Prime Brokerages can effectively differentiate their offerings by offering dynamic, Web 2.0 interfaces along with comprehensive customization and parameterization. Clients can get instant access to accounts, look at the data using Excel spreadsheets, customize their screen to their unique needs, and perform drill-down and what-if analyses rapidly and efficiently. Behind the scenes, Actuate’s information platform delivers production-level performance and scalability to ensure world-class user responsiveness. Count on Actuate to also forge seamless integration of complex backend data sources to make system customization and maintenance straightforward. Prime Brokerage Reporting - Actuate Online Channel ExpertiseActuate Online Channel Solutions Deliver a rich Internet experience for advanced account data, information analysis and information management functionality as a core component of the online channel.For firms looking to captivate customers, drive loyalty and improve growth opportunities, Actuate delivers the next generation online customer experience. Prime Brokerage Reporting - RIA-Ready Information PlatformThe Actuate RIA-ready Information Platform delivers unmatched scalability, high-performance, reliability and security. Its proven RIA capabilities include rich AJAX-based dynamic presentation and information management, along with flexible and open development tools for easily creating composite applications that leverage personalized and managed user account data.View customer success stories |
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