Fixed Income Processing (impact)

Mortgage Backed Securities (MBS Expert)

Repo Financing (FinancePro)

International Securities Processing (Gloss)

Aspire Trader

Sales Management

Salesperson

• Salesperson Directory
  
  
• Bond Swap Analysis
  
  
• Real-Time Customer Credit Limits
  
  
• Table Driven Sales Credits (commissions) with override
  
  
• Multiple Credit Calculation Algorithms
  
  
• Gross and Net Credits
  
  
• Risk and Non-Risk Trades
  
  
• Split Sales Credits across two or more salespersons
  
  
• Credits on Financing Transactions
  
  
• Adjustments to Sales Credits
  
  
• Customer Information Inquiry
  
  
• Historical Customer Activity
  
  
• Salesperson Activity Report by Customer
  
  
• Active (Current) Issues Prices
  
  
• User-Formatted Sales Management Reports
  • User-Defined Transaction and Security Groups
  • Choice of Columns from Matrix Accumulated for Above Groups
    
    
• Sales Credits by:
  • Salesperson, Customer and User-Defined Security Groups
  • Trade Date or Settlement Date
  • Net and Gross
    
    
• Sales Volume: Daily, MTD and YTD