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Financial institutions ensure that all client transactions and records are handled with strict confidentiality, protecting clients’ personal and financial information. It also offers investment banking services such as equity underwriting, mergers and acquisitions, debt restructuring, and capital raising.
These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfoliomanagement. For more information on the various providers in the EMS market, check out The TRADE’s annual survey.
Joining us is Richie Seaberry, Vice president of Business development and Enterprise PortfolioManager at decisely. So we’re doing a very comprehensive underwriting process for all the groups that come through to make sure that they’re priced appropriately based off their demographics and where they’re located.
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