Charlotte Front Office

Giving investment and administrative staff real-time access to portfolio and transaction data helps enable them to make informed client decisions.  Charlotte Front Office is a flexible client management solution that updates activity within portfolios and automatically delivers details to key constituencies. Customizable reporting tools, document management and forms capabilities help streamline administration. By improving data flow internally, Charlotte Front-Office helps heighten your effectiveness and efficiency with your clients.

Features

  • Provides real-time portfolio and transaction viewing, sorted by trade date or settlement date
  • Updates asset positions and transactions throughout the system in real-time
  • Presents data in a single-screen management dashboard
  • Allows for customization of reporting features based on recipient needs
  • Includes component for forms design to accommodate specific business requirements

Benefits

  • Helps enhance document management capabilities for streamlined routing, approving and posting
  • Optimizes effectiveness of investment recommendations by providing a better picture of each client’s portfolio
  • Drives informed management decisions by presenting all client data in a single summarized dashboard
  • Allows for the delivery of customized reports to satisfy stakeholder needs

Brochures & Datasheets

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