Demographic shifts and the worldwide expansion of personal wealth has
created a unique opportunity for banks who aspire to provide
state-of-the-art private banking services. Financial Software Systems
has combined the power and flexibility of our MarginTrac software
with the comprehensive functionality of Spectrum Treasury to create
a unique and robust solution for Private Bankers. Now your customers
can trade across multiple instruments on margin using one platform
which provides real-time, consolidated and multi-lingual information
to the bank and the client.
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Spectrum Private Banking provides comprehensive front-office to back-office
functionality for a fully integrated Private Banking solution. Covering
the full range of Treasury and Capital Markets products, Spectrum Private
Banking manages trade confirmations, payments, accounting, statements
and all transaction maintenance activities. Efficient client relationship
management is accommodated with real-time pricing and portfolio updates.
Dynamic Web Publishing capabilities, along with multi-lingual functionality,
allow correspondence to be conducted in a client's language of choice.
Institutions that recognize the growing importance of wealth management
services will want to rely on Spectrum Private Banking for its comprehensive
instrument coverage, client relationship monitoring, and real-time
capabilities.
• Global Cross-Product Trading and Management
• Comprehensive and Automated Limit and Margining Capabilities
• Fully Integrated Straight-Through-Processing Throughout the Transaction
Life Cycle
• Real-Time Updates of Client Positions
• Consolidated Client Statements for Collateral, Transactions and P&L
• Web Portal Integration for Reporting Client Positions and Client
P&L
• Highly Professional Multi-Lingual Correspondence including Online Statements,
Transaction Confirmations, and SMS and
Email Notifications
• Real-Time Risk Transfer to Wholesale Risk Management Systems
Built on Web service standards, Microsoft .NET-connected software makes
the "real-time" enterprise a reality by enabling information
to flow seamlessly, from Front- to Back-Office. Real-time processing
delivers incredible value for on-line Portfolio Analytics, comprehensive
Credit Limits and Collateral Management, and Desktop Alerts, all without
having to wait while the system is updated. Using .NET-connected software
also means users work more efficiently through the use of highly automated
processes, with less time devoted to manual intervention or reconciliation.
• Built Using Microsoft .NET Technology
• Programming Languages are C# and C
• 4-Tiered Architecture for Speed, Reliability and Scalability
• Choice of MS SQL Server or Sybase for the Database
• Comprehensive Data Publishing
• Horizontally Scalable
• Seamless Integration via XML, with Standard Interfaces to Trading
and Accounting Systems
• Highly Secure for Internal Operations and for Web Publishing



