Powerful & Comprehensive Bank Portfolio Investment System

InvestConnect covers Portfolio Investment, Stock Market Financing, and Risk Management. It provides end-to-end automation, with the elimination of manual and paperwork processes. thereby saving time and effort of staff and allowing them to easily handle massively increased business volume.

1- Portfolio Investment

  • Equity
  • Future and Regular/Future Spread
  • CFS
  • Corporate Actions
  • Fixed Income Securities – all types TFCs, Bonds, T-Bills etc. (outright purchase/sale and repo/reverse repo) – FIS
  • Money Market Instruments – MM

2- Risk Management

  • Regulatory Limits – Enforcement across all Investment Types and Stock Market Lending modes

3- Financing

  • Financing Against Shares
    • Term Finance
    • Running Finance
  • Financing Against Receivables
  • Collateral Module – Cash, stocks
  • Clients Module – Brokers and clients who avail financing from the bank

Feature Highlights

  • Live Stock Feed for Portfolio Valuation
  • Correct Calculation of Total Asset Value by the System
  • Stock Market Financing Modes with Regulatory Limits Check
  • Comprehensive Settlement Functionality
  • Supports IAS-39 Processing
  • Complete GL Integration
  • Online Reporting