Create digital investor personas based on the sophistication of the investor, from simple to complicated, and traditional or fractional investing business models.
RETAIL BROKING
Intuitive financial software for financial brokers
Myriad offers a complete front to back office solution for brokerage firms providing advisory and online security trading services.
Provide added value and better customer service
Customised business models
Fast, reliable trade execution
Myriad provides order management and execution functionality, enabling brokers to buy and sell orders of securities with ease and provide services for execution-only clients.
Be poised for the future
Self-directed clients can trade but can move to a funds under management model over time as their portfolio expands.
Unmatched functionality in a single platform designed for brokers
Customised to perform the unique functions for broking, Myriad provides a seamless workflow tool and a highly relevant, simplified view of information and activity.
Customer management
Host important customer information, onboard clients, originate orders and rebalance portfolios. Track portfolio positions and performance and originate orders for advisory and discretionary services.
Order management and execution
Manage order creation and aggregation, trade-desk, order routing, and FIX connectivity functionality. Automate and reconcile transactions and pass to settlements, and manage to external markets and destinations.
Custody, accounting and wrap services
Automate custodial and wrap services for institutional and retail business models, with multi-currency and multi-instrument settlement.
Cash management
Provide customer omnibus account facilities and products in any currency. Automate banking and cash account reconciliation, and a centralised cash settlement pool for customers trading disparate products on different platforms.
Equity and fixed interest market settlement
An automated, real-time, straight-through-processing solution providing a general ledger and accounting system with client funds account (trust) incorporated into the banking, and an interface with SWIFT or proprietary market settlement and clearing house regimes to provide market side stock and cash settlement.
Compliance
Access extensive pre and post trade rules, validation and business process flows in real time.
Asset record management
A single source solution for the management of all tradable instruments and assets. Access a datastore for managing issuers, assets, products and market listings.
Asset and holding valuation and analysis
Analyse performance, contribution, attribution and tax, track costs, returns and value by numerous industry standards, in multiple formats and currencies.
Margin and securitised lending
Leverage the market value of securitised assets with customer loans in any currency. Coverage includes margin lending, collateral management and margin management, together with comprehensive reporting and exposure management.
Tax reporting
Track costs, returns and value by numerous industry standards in any currency, view portfolio activity and profit/loss with the ability to cross order flow or run a dark pool. Performance, contribution and attribution reporting can be tailored in multiple formats.
Investor Portal
Engage customers in their wealth creation, with a highly customisable, multi-view dashboard of all customer and investment information for portfolio and tax reporting to create efficiencies with one seamless workflow.
- Host all necessary customer information, including investments, personal details, documents, custody reports and other advice stipulated by regulatory authorities.
- Customers can view transactions, generate customised reports and monitor their investment portfolios in real time.
- Personalise the front-end view with your own brand and integrate into your corporate website to allow customers to view their account.
