{"id":15169,"date":"2024-01-09T17:16:59","date_gmt":"2024-01-09T14:16:59","guid":{"rendered":"https:\/\/effect.gr\/?page_id=15169"},"modified":"2024-02-02T13:37:59","modified_gmt":"2024-02-02T10:37:59","slug":"order-management-l","status":"publish","type":"page","link":"https:\/\/effect.gr\/en\/fund-management-administration-ta\/order-management-l\/","title":{"rendered":"Order Management"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><div data-vc-full-width=\"true\" data-vc-full-width-init=\"false\" class=\"vc_row wpb_row vc_row-fluid vc_custom_1706870270447 vc_custom_1706870270448 vc_custom_1706870270449 vc_row-has-fill vc_row-has-padding-top vc_row-has-padding-bottom vc_row-bg-position-top\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><header class=\"kd-section-title col-lg-12 text-center\" ><h2 class=\"kd-main-title separator_off\" style=\"color: #ffffff;\">Order Management<\/h2><\/header><\/div><\/div><\/div><\/div><div class=\"vc_row-full-width vc_clearfix\"><\/div><div class=\"vc_row wpb_row vc_row-fluid vc_row-bg-position-top\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"vc_empty_space\"   style=\"height: 32px\"><span class=\"vc_empty_space_inner\"><\/span><\/div><div  class=\"breadcrumbs breadcrumbs-shortcode bcn-left\" typeof=\"BreadcrumbList\" vocab=\"https:\/\/schema.org\/\" ><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to EFFECT S.A..\" href=\"https:\/\/effect.gr\/en\" class=\"home\" ><span property=\"name\">EFFECT S.A.<\/span><\/a><meta property=\"position\" content=\"1\"><\/span> &gt; <span typeof=\"v:Breadcrumb\"><a rel=\"v:url\" property=\"v:title\" title=\"Go to NEWS.\" href=\"https:\/\/effect.gr\/en\/news-2\/\" class=\"post-root post post-post\">NEWS<\/a><\/span><\/div><div class=\"vc_empty_space\"   style=\"height: 32px\"><span class=\"vc_empty_space_inner\"><\/span><\/div>\n\t<div class=\"wpb_text_column wpb_content_element\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<h4>Customizable Straight \u2013 through processing<\/h4>\n<h5>FIN\/s order management system simplifies order life-cycles, from order placement to execution and settlement, based on Straight-through processes and customizable workflows. Different types of orders can be set according to service.<\/h5>\n<h5>It is designed to be simple and efficient while covering a wide range of investment instruments, client pricing policies, multi-broker relationships and multi-currency needs.<\/h5>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" data-vc-zoom=\"https:\/\/effect.gr\/wp-content\/uploads\/2023\/07\/order-manag-devices-1024x644-1.png\" width=\"1024\" height=\"644\" src=\"https:\/\/effect.gr\/wp-content\/uploads\/2023\/07\/order-manag-devices-1024x644-1.png\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"order-manag-devices-1024x644\" srcset=\"https:\/\/effect.gr\/wp-content\/uploads\/2023\/07\/order-manag-devices-1024x644-1.png 1024w, https:\/\/effect.gr\/wp-content\/uploads\/2023\/07\/order-manag-devices-1024x644-1-300x189.png 300w, https:\/\/effect.gr\/wp-content\/uploads\/2023\/07\/order-manag-devices-1024x644-1-768x483.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n<\/div><\/div><\/div><\/div><div class=\"vc_row wpb_row vc_row-fluid vc_row-bg-position-top\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\n\t<div class=\"wpb_text_column wpb_content_element\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<h4>Investment Policy &amp; Guidelines<\/h4>\n<h5>Managing the risk of selling products incompatible to client\u2019s profile:<\/h5>\n<h5>If any approvals are needed, notifications are sent automatically to Relationship Managers or Advisors in order to proceed with them. Approvals can be given or rejected through advisors\u2019 mobile phone, tablet or a pc web browser.<\/h5>\n<h4>Regulatory Compliance<\/h4>\n<h5>Real-time compliance checks are executed for ensuring the orders\u2019 compliance to regulations or other restrictions.<\/h5>\n<h5>During order placement, online checks run regarding the pre-trade compliance: regulatory checks, investment restrictions, pre-defined limits, Client Documents, Cash Balance.<\/h5>\n<h5>Regarding the online checks, approval requests are routed to authorized users (mobile device and FIN\/S \u2018My day\u2019 screen) in order to proceed to the approval process. The order status is updated online, according to response.<\/h5>\n<h5>If needed, FIN\/S can automatically generate and send Suitability and \/ or Appropriateness test to the client.<\/h5>\n<h4>Ex-Ante report<\/h4>\n<h5>Fees and taxes are automatically updated. If needed, an ex-ante report can be automatically sent to client, who can accept or reject the order using his mobile phone, tablet or a pc web browser.<\/h5>\n<h4>Automatic Execution Management &amp; Multi broker Support<\/h4>\n<h5>FIN\/S supports an automated order routing to counterparties (FIX protocol).\nAdditional interfaces with other order routing systems are available.<\/h5>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><\/div><div class=\"vc_row wpb_row vc_row-fluid vc_row-bg-position-top\"><div class=\"wpb_column vc_column_container vc_col-sm-8\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\n\t<div class=\"wpb_text_column wpb_content_element\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<h4><\/h4>\n<h4>Portfolios Modeling &amp; Rebalancing<\/h4>\n<h5>Automated order creation through rebalancing (model management).\n\nFIN\/S manages models through a sophisticated yet simplified system that customizes the title\u2019s participation automatically. By using model baskets within portfolios, FIN\/S reduces the number of models needed to be maintained by companies, offering effectiveness and flexibility to investors. Moreover, by deploying the powerful Markowitz investment tool, FIN\/S contributes to the models\u2019 optimization.<\/h5>\n<h4>Multi portfolios Bulk Orders<\/h4>\n<h5>After generating the orders for the selected clients, the system can group them by applying different criteria (e.g. per product, per type of order), so as to include those \u2018bulk orders\u2019 to a file (e.g. excel file format) that will be forwarded to the counterparties. After the execution of the Bulk Orders, the system provides the ability of allocating the transactions based on the initial grouping.<\/h5>\n<h5>Orders can be forwarded to the counterparties through FIX protocol or other customized APIs.<\/h5>\n<h4>Interfaces with the core banking systems<\/h4>\n<h5>FIN\/S can also be connected to Core Banking System creating online blockings to client cash accounts, providing automations in all business units.<\/h5>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><div class=\"wpb_column vc_column_container vc_col-sm-4\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"vc_empty_space\"   style=\"height: 32px\"><span class=\"vc_empty_space_inner\"><\/span><\/div>\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_right\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" data-vc-zoom=\"https:\/\/effect.gr\/wp-content\/uploads\/2023\/07\/Page-18.jpg\" width=\"473\" height=\"416\" src=\"https:\/\/effect.gr\/wp-content\/uploads\/2023\/07\/Page-18.jpg\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"Page-18\" srcset=\"https:\/\/effect.gr\/wp-content\/uploads\/2023\/07\/Page-18.jpg 473w, https:\/\/effect.gr\/wp-content\/uploads\/2023\/07\/Page-18-300x264.jpg 300w\" sizes=\"auto, (max-width: 473px) 100vw, 473px\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n<\/div><\/div><\/div><\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"\u0394\u03b9\u03b1\u03c7\u03b5\u03af\u03c1\u03b9\u03c3\u03b7 \u0395\u03bd\u03c4\u03bf\u03bb\u03ce\u03bdEFFECT S.A. &gt; NEWS \u0386\u03bc\u03b5\u03c3\u03b7 [...]","protected":false},"author":1,"featured_media":0,"parent":15158,"menu_order":6,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_wp_rev_ctl_limit":""},"class_list":["post-15169","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.2 - 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