Charlotte Data Integration

Reducing the manual processes in the trade lifecycle saves time and increases accuracy. Charlotte Data Integration provides a full suite of straight through processing (STP) products that help facilitate electronic trading from initiation to trade settlement. Fast, reliable automation means that personnel intervention happens on an exception basis. All products in the suite are designed to communicate across systems.

Features

  • Accepts trade entry from investment tools, automated interfaces or spreadsheets
  • Integrates with FTI compliance activity and routes to SunGard Transaction Network (STN) for execution
  • Helps enable trade settlement at the custodian without intervention from the point of original trade entry
  • Communicates with wealth management, custodian, regulatory, compliance, and investment tracking and reporting tools

Benefits

  • Reduces processing cycles through enhanced automation of trade communications
  • Saves time through allowing multiple methods of trade entry
  • Improves accuracy and minimizes risk by automating routing and execution
  • Reduces need for manual intervention thereby lowering operating costs

Brochures & Datasheets

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