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FUND MANAGEMENT

 

Provision for management with integration

Nowadays investment holding companies are faced with the ongoing requirement to manage interaction between dissimilar systems inside their organizations and also with outside third parties such as traders, brokers, electronic exchanges, banks, clearing houses, counterparts, data suppliers or custodians. Through reforming, elevating and computerizing significant areas of the investment management process, AppXS Fund Management solutions ideally fill the space that averts many firms from experiencing the advantages of straight-through processing.

There is no need to enter data repeatedly. From expression of interest to execution, authentication and confirmation, trade allotments, right up to the accounting and settlement records, you need to enter data only once.

You have the option of manual entries as well as auto generated entries, keypunching and clearing and settlement. FundXS cuts down on tedious overheads, assists in cost reduction, and eliminates the chances or errors and omissions in the critical fund and portfolio management process.

AppXS Fund Management Solutions connects portfolio managers to custodians and brokers. It provides reconciliation’s service and process authentications, affirmations, and bank notifications.

Equity, Fixed Return Solutions & Equity Management combine with the GL to form the powerful FundXSTM Investment Management System for open and close end funds.

 
   
       
 
 
 
       
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