價格:免費
檔案大小:27.9 MB
版本需求:系統需求:iOS 9.0 或以後版本。相容裝置:iPhone、iPad、iPod touch。
支援語言:英語
FinIQ offers sales and distribution platform for banking, treasury and wealth management products. While most financial market applications are built for traders, FinIQ is one of its kind platform that is designed to be a sales platform with support for fully configured financial products.
Ranging from deposits, FX, notes, bonds, funds and shares to foreign exchange and equity linked structured products and OTC derivatives, FinIQ has automated the entire spectrum covering front to back functionality, helping 80 plus banks in Asia-Pacific region to improve their pricing and processing efficiency. The system allows configuration of workflows, product schema and payoffs, pricing data and analytics, post trade life cycle events, GL accounting rules, sales commissions, price negotiations, credit and collateral tracking, documentation templates, suitability and compliance rules and also real-time liquidity links to top-10 market makers, making it a complete end to end platform for your retail, wealth and commercial channel distribution needs.
We offer model-bank implementation option which comes with 50 popular products and 10 common workflows pre-configured, ensuring significant time-to-market advantage over our peers.
支援平台:iPhone, iPad