- Customer personal data
- Customer Financial data
- Assigning customer to branch
- Assigning customers to account managers
- Black listed customers list
- Storing customer signature & other official documents.
- Automatic entry of daily executions
- Automatic identification of new customers
- Automatic link of executions to orders
- Automatic creation of invoices
- Cash & checks Register
- Registry Log
- Special handling for branches
Security & Access Control
- Each BO user has access rights assigned by administrator
- Each OLT client has a user name and password along with the option of having extra security using PSM or tokens.
- Each login trial failed or succeeded is logged
- Transactions occurs like editing values, deleting records, viewing or printing sensitive documents like customer accounts statements are all logged.
- You can simply give access rights and monitoring these rights for extra security and auditing purposes
FIX Client Gateway
- Sending and receiving FIX protocols for communication with the stock exchange and other financial institutions
- Instant orders execution SMS to customers