Solution Highlights
Gives end-clients access to their portfolios
By bypassing the need of asking CSD or TS direct system access or interaction with a broker.
Allows Primary Market and Secondary Market Operations
With minimum or no interaction with a broker.
Real-time Notifications
The mobile applications would take advantage of the native mobile notification systems to push relevant information to users such as completed transactions, new auctions, bid status changes etc. This way users will be able to make data informed decisions quicker.
Provides a Comprehensive User Interface
The Investor Portal interface is designed to explain rather than just inform. Montran continuously gathers feedback from our users to be able to build the most comprehensive screens possible.
Benefits For The End-Client
REDUCE INTERACTION WITH THEIR BROKER PERSONNEL
CONSULT MULTIPLE ACCOUNTS ALL AT ONCE AND BETTER UNDERSTAND THEIR DATA VISUALLY
GET NOTIFICATIONS ON THE EVENTS THEY ARE PARTICULARLY INTERESTED IN
Benefits For Brokers/Financial Institutions
REDUCE INTERACTION WITH THEIR CLIENTS FOR SIMPLE TASKS
ADVANCED DASHBOARD TO MONITOR CLIENT ACTIVITY
RECEIVE NOTIFICATIONS OF EVENTS THEY MAY NEED TO ACT UPON