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.
- 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.