OPERATIONS
端对端投资全生命周期管理
集投资产品管理、交易、合规及投资者报告于一体的可扩展云端平台
轻松高效简化运营流程
为资产管理与财富管理机构提供统一的云原生投资运营平台，赋能业务高效发展。
全渠道订单管理
一站式处理顾问服务、移动端与线上等全渠道交易
运营效能优化
数字化运营流程，精简人工，降错提效
风险缓释
主动处理异常，主动对账，防范交收失败
功能亮点
标的管理
查看、创建、编辑平台内可用的标
用户与账户管理
查看、创建、编辑用户与投资者账户，支持转账等账户操作
Investor Profile Management
View, create and edit investor profile information; protected with encryption and masking
Order and Trade Management
Automatically route orders to different destinations and receive trade information using STP
Order and Trade Exception Handling
Functions to cancel, amend, create orders and trades to manage exceptions
Manual Order Support
Create and manage investor orders that do not come in through STP channels
Position Management
Analyse positions including calculations of P&L, loans, collateral and various other metrics
Entity Management
Manage multiple IFAs on same platform and corresponding data visibility
MIS Reporting
Create periodic reports for operations and management review
Reconciliation
Reconcile orders, trades, positions, accounts and other data to ensure integrity across systems
Corporate Actions
Manage corporate events, including dividend distributions, and update investor positions
Aggregation and Allocation
Aggregate orders and allocate corresponding trades to investors based on different algorithms
Settlement
Confirm receipt of payments, reconcile payments with transactions and facilitate onward payments
Fee Management
Configure, calculate and deduct fees from investor accounts
Approval Flows
Ensure data integrity with maker/checker approval flows for changes in critical data
Feature Highlights
Instrument Management
View, create and edit instrument universe available on platform
User and Account Management
View, create and edit users and investor accounts and support account actions such as transfers
Investor Profile Management
View, create and edit investor profile information; protected with encryption and masking
Order and Trade Management
Automatically route orders to different destinations and receive trade information using STP
Order and Trade Exception Handling
Functions to cancel, amend, create orders and trades to manage exceptions
Manual Order Support
Create and manage investor orders that do not come in through STP channels
Position Management
Analyse positions including calculations of P&L, loans, collateral and various other metrics
Entity Management
Manage multiple IFAs on same platform and corresponding data visibility
MIS Reporting
Create periodic reports for operations and management review
Reconciliation
Reconcile orders, trades, positions, accounts and other data to ensure integrity across systems
Corporate Actions
Manage corporate events, including dividend distributions, and update investor positions
Aggregation and Allocation
Aggregate orders and allocate corresponding trades to investors based on different algorithms
Settlement
Confirm receipt of payments, reconcile payments with transactions and facilitate onward payments
Fee Management
Configure, calculate and deduct fees from investor accounts
Approval Flows
Ensure data integrity with maker/checker approval flows for changes in critical data
依托现代化技术架构，实现效率和弹性最大化
现代化的微服务架构，助您实现无缝直通式处理，提升运营效率。
QUANTIFEED INSIGHTS
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