Overview

Integrated into the MFund suite, MFund Web Dealing is a scalable, Web-based investment front-office solution with rich features, intuitive decision-support tools, and extensive flexibility that help investment fund managers and traders overcome business challenges and improve efficiencies. A front-office extension to MFund AM, this scalable solution enables straight-through-processing and seamless information flow between the various offices of a modern investment management enterprise

Key features

• Real-time information updates on business performance, bank balance, etc.
• Faster intent/requisition, ordering, trade generation, and execution
• Multi-level processing
• Order splitting between multiple brokers and stock exchanges
• Definable, flexible trade flows
• Compliance tools
• VARD page (Verify, Approve, Reject, and Delete)
• Seamless integration with back-office processes
• Risk and return measures enabling users to access back-office valuation data, compute measures, and view summary of important statistics

Differentiators and Benefits

Key differentiators

• Role-based system presenting personalized, fund/firm-level landing pages and dashboard features with user reminders and system alerts
• Multi-level document management system and electronic authorization
• Multi-currency, multi-asset-class support
• Varied search options, hyperlinks, and drill-down functionality for better information search
• Intranet and Internet compatible
• Quick information access for speedy identification of securities
• Definable constraints spanning compliance, regulatory, and internal prudential norms
• Re-balancing tool for generation of intents across portfolios at various levels and tracking of actual portfolio mix vis-à-vis target

Key business benefits

• Incisive business insights and smarter decision-making with intuitive, advanced analytics and up-to-date information
• Increased business agility and quicker response time with quick access features
• Complete business performance view with integrated information flow
• Reduced implementation costs
• Enhanced flexibility to meet the needs of a diversified user base across funds and firms
• Fewer errors with improved process control
• Greater efficiency with role-based, task-driven automation features
• Reduced data replication with tighter back-office integration