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OneWorld™ Desktop Technology
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Marketware International OneWorld Desktop Technology. Addressing the needs of Investment Advisors. Providing for a smart framework technology for intelligent market information and, to facilitate the integration of your firm's preferred applications for maintaining client data and to grow your business; "your desktop"
"your way".
A less homogeneous desktop and more a la carte or best of breed in nature, a plug-and-play design to continue to serve the myriad of business models and needs of the individual advisors.
A new technology approach to desktop deployment
My Dashboard
- Configurable advisor dashboard
- Comprehensive search capabilities and management features allow for grouping and viewing of customer data across multiple applications
- Integration of preferred applications within one container.
- Single Sign-on and Advisor Entitlements
- Context sensitive across applications
Trade Processing
- Trading equities, mutual funds, ETFs, fixed income, options
- Domestic and International cross markets order entry and processing. Routing to all major Exchanges, ECNs and market makers for multiple instrument types
Client Information
- Real-time access: balances, positions, activity, order status
- Asset allocation capabilities
- Aggregation of accounts held outside of primary back office
Account Opening & Maintenance
- Real-time account opening
- Identity verification and authentication
Integration with preferred Cost Basis & Portfolio Reporting system
- Automatic processing of corporate actions, voluntary events
- Real-time, actionable trade analysis
Event Notification & Alerts
- Personalized Inbox centralizes all enterprise alerts and notifications from firm-wide systems
- Actionable notification of critical events, such as trade rejection, new account status, ACAT status and compliance alerts
- Integration with webBroker iN-Touch for delivery to PDAs in addition to desktop
Marketware OneWorld™
Wealth Management Delivery Options
Flexible integration architecture designed to meet both business and technology needs:
Component-based delivery for integration with existing applications both internal and external
Adapters
Marketware has developed a suite of integration adapters for
real-time interfaces as well as for nightly batch connectivity to major back-offices in North America and abroad.
For Content and Market Data vendors, external account aggregators, commission systems and statement providers. |
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