Definition and management of client service processes, including the creation and management of questionnaires, brokerage accounts, segments and services.
Market data distribution and processing
Access to market data in real time with efficient data processing. The solution can be integrated with stock exchanges and banking systems, e.g. by using the FIX protocol.
Effective processing of both simple and advanced orders. During order placement, due to the customizable mechanism of pre-transaction risk control, the system provides an adequate level of security and reduces the time it takes for an order to be delivered to the trading platform. The solution has a high-performance engine for placing orders based on market conditions.
Portfolio presentation & reporting
Online valuation of client portfolio. The module ensures a review of instruments, performance and current funds in portfolio. Moreover, history of portfolio value, instruments and orders is displayed.
Financial & securities operations
Multi-currency financial support for accounts and securities registers, including operations on securities, followed by the management of issuers' obligations to securities owners. The solution can also manage credit processes, i.e., registering the broker's credit application, placing orders financed by brokerage credit, and credit monitoring.
Market & instrument management
Configuration of markets & instruments ensures tailored support for various markets, market segments and types of instruments, trading schedules and interest tables.
System monitoring & configuration
A comprehensive business processes configuration module, and system monitoring module. These allow for defining: products, commissions, fees and system parameters.
In the self-service channel, investors gain direct access to brokerage accounts, associated operations, orders, stock market transactions, and market information.
An online trading application allows for tracking the stock exchange quotations of financial instruments in real time and analyzing current and past market trends. Personalized instruments list, and quotes overview make it easier to track market situation. Professional charts and graphs present following instrument trends, and help making investments decisions.
The online investment gives access to valuation of client portfolio, especially: instrument valuation, profits/losses and rates of return. Additionally, investors may analyze past charts, performance and financial history. It’s also possible to place an order on the trading platform responding to the best offer.
It also supports the development and realization of individual investment strategies best suited to the investor’s profile. Consequently, the investment platform provides unlimited access to brokerage accounts, stock exchange quotations and immediate order placement.
In addition, online trading ensures fast order placement based on real-time data. As a result of real-time observation of the market situation, investors get to optimize their investment decisions. They may place common and advanced orders like: One Triggers Other, One Cancels Others, Trailing Stop, and basket orders.
Comarch Mobile Investment meets the expectations of both beginner and experienced investors. It combines the full functionality of a brokerage account with access to dynamic data from financial markets. Mobile trading allows for fast and secure order placement in simplified and advanced modes, ensuring a wide overview of the current portfolio value and market situation.
The application provides quick access to charts, market statistics and technical analysis indicators.
A crucial part of the application is robo-advisory service. Based on the investor risk profile, client expectations and investment horizon, it defines investment strategies, recommends a model portfolio, ensures the execution of portfolio recommendations and allows to rebalance portfolio to the model. The service is built upon Comarch Wealth Management engine providing users with configuration of strategies, model portfolios, questionnaires, risk profiles, restrictions as well as portfolio rebalancing and monitoring.
For investors’ convenience, we have also created a native mobile application for iOS and Android systems.