The Solution

Accelerate your business with simplified fund operations

The complexity of the fund market presents many challenges on the operational side, especially with regards to the order process. Tradex is a flexible and scalable fund operation solution that lets you replace manual procedures with a highly automated workflow, from order entry through to settlement.

Manage high transaction volumes with less effort, launch and distribute funds more quickly and improve client service — without the extra work.

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Tradex Screenshot 1

Focus on what matters

Dashboards provide a complete overview of your customers, their cash flows and orders, so you can focus on important areas like exceptions around reconciliation results and pending payments.

Tradex Screenshot 2

See the full picture

Easily see where orders are in the workflow and where you need to take immediate action, so you can manage more clients and orders with less effort.

Why choose this solution

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Automated workflow-based fund order processing, including trade compliance
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Automatic aggregation of orders for specific funds into block orders, reducing the number of transactions to be executed
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Choice of currencies for settlement
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Fast, easy access to accurate, reliable data for more informed decisions
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Automatic order notification to fund providers and administrators
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Automated share allocation and settlement
fund distro order mgmt diversification icon
Efficient fund distribution including transfer agency
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Optional approval and trade compliance checking against client mandates
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Online self-service tools for clients
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Complete unit / share holder registry with reporting
Featured paper

Optimizing Fund Order Management and Distribution

The power of a flexible operating model


Read the paper
Optimizing Fund Order Management Paper Thumbnail
Using Tradex, we have been able to streamline the process. It is now completely automated, and processing time has been significantly reduced.

- Sirpa Leinonen, Head of IT
Sp-Fund Management

Tradex

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Request a demo

Take on more clients, not more work. Leading asset and wealth managers in Europe and the Middle East are already relying on Tradex to streamline their fund operations. Find out how we can help you simplify processes for managing or distributing funds, so you can grow your business with less effort.