Paritech :: TotalView

By: Paritech  09-Dec-2011
Keywords: Bank Reconciliation, Filing Cabinet, Electronic Filing

TotalView is a real time market data platform that provides a "Total View" of a client's investment portfolio.  The platform supports portfolio management, trading and execution, administration and reporting. The platform also provides the capability to capture and provide alternative reporting levels to the clients.

Coupled with an administration function, TotalView provides a range of tasks and reports to assist the administrator with end to end on-line administration and client reporting requirements.  TotalView creates efficiency and cost saving in managing clients wealth management needs with: 1. Transaction recording
2. Client login
3. Administration
4. Electronic filing cabinet
5. Source document filing
6. Monthly bank reconciliation and
7. Reporting

Keywords: Bank Reconciliation, Document Filing, Electronic Filing, Electronic Filing Cabinet, Filing Cabinet, Real Time Market Data,

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