Alerting & emailing

FIN/S online alerts subsystem works in the background, by utilizing the system’s multi thread processing, performing real time analysis and generating alerts and notification emails according to user predefined parameters and targets. Officers can also define:
  • Reports that need to be generated automatically e.g. alerts for the 10% portfolio depreciation report (MIFID II), investment guidelines breaches
  • Processes e.g. stop loss strategy with which sale orders will be generated by recalculating the portfolio position and identifying the trigger factors
  • Portfolios and client alerts e.g. during the order placement or the trade settlement of specific portfolios