Solution introduction
ETFengine reduces complexity, eliminates data redundancy and streamlines online financial advice offerings
Moving five systems into one
Current situation:
- Brokerage system
- Internet self-service system
- Portfolio accounting system
- Performance bench marks
- Rebalance
ETFengine solution
There are at least three systems required to solve the current business process model for digital advice. Our system results in reduced complexity and a more streamlined process with a dramatic cost advantage.
Our structure means there is no reconciliation processes needed between systems to assure that investor data is identical in the brokerage system and the portfolio system.
The portfolio accounting, rebalance, performance and benchmark systems are integral to the straight-through process using the same data.
