Software Architecture and Design
GPA workstation functions:
- Order entry
- New account opening
- Account inquiry and maintenance
- Commission tracking
- Integration of research, news and quotes
Rebalancing
- Sales support
- Client education
- Client account lookup
- Enhanced statements
- Performance reporting
- Portfolio management
Multi-tier Software Architecture:
- Web-based front end application
- New accounts
- Order entry
- Storage and retrieval of historic entry forms
- Inquiries, reports and exports
- Filters and searches
- Portfolio details
- Account activity
- Positions, costs and values
- Realized/Unrealized gains and losses
- Virtual statements
- Commission reports
- Product information
- Links to research reports and tools
Web-based access to client account information
- Portfolio details
- Account activity
- Positions, costs and values
- Realized/Unrealized gains and losses
- Statements
Internationalized middleware
- Customizable by country
- Proven architecture
- Business component framework
- Authentication, authorization and security
- Multi-lingual, multi-currency
- Multi-company
- Rules engine
Middle office solutions
- Enhanced month end statements
- Omnibus record keeping
- Normalization engine
- Normalized history and reporting
- Automated cash deposit and order handling
Commission systems
- Trade commissions
- Trails
- Bonus and pension/retirement commissions
- Splits and overrides
- Payroll interface
Strategic Interactive Investment Proposal System (SIIP)
- Education
- Questionnaire
- Portfolio builder
- Model management and replication
Centralized Rebalancing
- Asset class balancing
- Automated trade generation
GPA Whitepaper
To learn more about our technology and services, download our comprehensive overview in printable PDF format.
GPA Overview
[ PDF / 184 KB ]
