Website Address
Solution introduction
Credo provides leading edge technology solutions that meet the needs of financial intermediaries and their investors. Straight-through processing from order routing to custody ensures timely and accurate information is available online 24 hours a day.
For financial intermediaries
MyCredo - a multi-asset class, multi-currency web based platform, providing financial intermediaries with access to:
- Customisable views: tailoring of screens allows grouping of accounts and information displays;
- Risk profile tools: leverage Credo's proprietary solution;
- Research: includes Morningstar Analyst Research Centre;
- Consolidated view: view of all your Investors' accounts in a single screen;
- On-line trading: leveraging Credo's Trading Services;
- Reporting: includes a suite of performance reports and tax reports; and
- Subscription service: for scheduling of regular report distribution to Investor.
Open architecture – link from Credo to your proprietary or 3rd party vendor back-end system with near real-time FTP interfaces.
