Solution introduction

FundTerm enables distributors and transfer agents to connect to one another efficiently and in a standard way

The FundTerm system provides interoperability and adherence to the latest market standards for participants across a number of channels. The system is useful as a black-box, in order to extend an order management system, wealth platform or transfer agency system. Alternatively, FundTerm can be used as a primary order management system or for transaction input and handling exception scenarios.

FundTerm allows upstream systems to be loosely coupled to the specifics of funds messaging. This reduces dependency and allows changes to be made on one side without affecting the other. Thereby, FundTerm enables companies to quickly implement required messaging functionality, efficiently on-board counterparties and reduce maintenance costs.

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