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| COMFORTABLE ORDER MANAGEMENT |
EQUIRION ORDER MANAGEMENT may be accessed in a
number of different ways. Whether you are coming from
EQUIRION PORTFOLIO ANALYZER, EQUIRION MANAGEMENT
INFORMATION or EQUIRION PORTFOLIO
ILLUSTRATOR, our order management tool is fully integrated
for you to efficiently and instantaneously process customer orders.
Clearly you may also decide to create your orders directly in
EQUIRION ORDER MANAGEMENT - or have them created
as a result of rebalancing against a model portfolio. This works
for both individual orders as well as bulk orders.
Before routing orders to the Back Office, EQUIRION ORDER
MANAGEMENT checks for investment restrictions or
blocked accounts and then - depending on the severity - issues
warnings or stops the transaction. Easy to understand overviews
providing information about trade details and status of
all or selected customer orders complement its functionalities.
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