Request for quotation (RFQ)
EasyView introduces electronic quoting for structured products. Streamlining the process for automated quote delivery and retrieval. Enhance efficiency and optimize benefits with easy price comparison.

Electronic dealing and order management
EasyView’s comprehensive platform enables seamless trading of Equity, Fund, Bond, FX, Structured Products, and more. Experience hassle-free order placement across all asset classes. Benefit from automated pre-trade checks and commission calculations for enhanced efficiency.

Lifecycle management
EasyView enhances efficiency with automated notifications for Autocall, Coupon Payments, Settlements, and more. Enjoy cost reduction, minimized manual error risk, and enhanced customer service through fully automated event calculations.

Portfolio management
EasyView simplifies the process with integrated portfolio analysis, P&L calculation, and one-click report generation. Experience efficient and comprehensive portfolio management in a single platform.

Compliance and risk management
EasyView empowers you with comprehensive compliance measures. Benefit from concentration checks, transaction blacklist checks, restricted list checks, and suitability checks. Additionally, EasyView supports risk rating and rectrocession reporting to fulfill compliance requirements. Take charge of risk management and conduct business confidently.

Onboarding support
Embark on a smooth journey with EasyView. Access onboarding training, data feed connection, and comprehensive investment preparation for an enhanced user experience.

Investor education
EasyView introduces EasyViewPRO mobile application for External Asset Managers (EAM) and High-Net-Worth end clients. Enhance client interaction and knowledge sharing through the Investor Education module. Enable clients to invest with ease and confidence, promoting a seamless and secure investment experience.

Market insights
EasyView provides a wealth of research resources, including market insights, wall street highlights, momentum focus, and PM insights. Empower yourself and your clients to identify potential investment opportunities and drive sales growth.

Integrated workstation
EasyView delivers all-in-one solutions. Experience seamless collaboration, efficient portfolio management, and streamlined order management in a single platform. Our Workstation empowers External Asset Managers (EAM) and Private Banking players to provide optimal investment strategies, ideas, and advice to their High-Net-Worth clients, driving business development and client satisfaction.