With years of experience supporting financial services clients in a variety of categories, Astadia created the Institutional Investor Platform to help institutional investor-focused broker-dealers reach greater levels of productivity.
About the Platform:
The
Astadia Institutional Investor Platform
allows securities broker-dealers to supply
fund and money managers with global trading
access and pertinent facts to assist them in
buying or selling stocks, bonds, commodities
and options.
Features:
- Portrayal of client coverage teams
- Ability to quickly and easily slice and dice client-related information, e.g. investment interest, in order to pull call lists or mass email
- Integrate to trading systems to enhance the consolidated client view
Pricing:
Free as configured. The platform is
highly customizable. Contact
us to discuss how we can fine tune the
platform for your firm or enable the
platform features in your existing
salesforce.com deployment. The
self-provisioned customizable trial is
deployed utilizing the Enterprise Edition of
salesforce.com. For customers wanting
alternate editions, please
contact us to
discuss your needs.
Institutional Investor Platform Resources:
- Salesforce.com AppExchange Listing
- Video Demo
- Free 30-Day Customizable Trial of Institutional Investor Platform
For more information regarding the
Institutional Investor Platform, or to request a
personalized demonstration, send email
inquiries to
investment@astadia.com or contact us.
