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Products

Sales Module

DealRunner™ cators to the broker/dealer community with functionality specific to managing a medium to large corporate sales force.

Our sales module features trader/sales matching, customer account breakdowns, and a robust interface for tracking P&L. Seamless integration with the security master for factor and coupon updates ensures that commissions on sales tickets properly reflect changes throughout the lifecycle of "FI" mortgage instruments being traded.

Key Features

• Automated Trader/Sales matching.
• Customer account breakdowns, with built-in STP support for inidividual breakdown trades.
• Unmatched blotters show all trades pending match across all portfolios and sales rep accounts.
• Sales commission codes, with automated rule-based assignment.
• Fee based rolls.
• Automated factor rebill.