TOOLS FOR FINANCIAL ADVISORS

TX.ADVISOR

  • Empowers Financial Advisors with solutions to help manage client investment strategies.
  • Integrated messaging framework.
  • Commissions/Fees can be adjusted in real-time to reflect underlying market conditions.
  • FX — currency conversion, settling client trades in foreign assets.
BENEFITS:
Full audit-trail of commissions for all participants

RELATED MODULES:

TX.CX

Client
Experience

TX.ACCOUNT

Accounting
System

TX.FMS

Fund Management System

TX.ADS

Arbitrage Detection System

TX.PAS

Performance Analysis System

TX.BOR

Book of
Record
VIEW OUR FULL RANGE OF PRODUCTS

OTHER SOLUTIONS

CHALLENGER BANKS

Start small and scale fast.

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WEALTH MANAGEMENT

Speak to the new Digital Customer.

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ONLINE BROKERS

Manage the full trading lifecycle from Pre-Trade, Trade, to Post-Trade.

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