ClearVison is a stock broker’s back office suite that helps them automate their client management, commission management, clearing and settlement, and accounting functions. It can be integrated with the front office and risk management software through simple interfaces, functioning as a central system that drives operational efficiency in a seamless manner.
Offering support for multiple exchanges, settlement types, currencies and products, ClearVision has worked for our clients as a transformational solution, allowing them to add new products, increase distribution reach and grow their business to a higher level.
- Automates the entire trade processing and settlement processes with minimal or no manual intervention; incorporates interfaces with banks, custodians and exchanges
- Offers best-in-class client management features and strict KYC norms reflecting international best practices
- Allows fungible money movement between product segments, settlement types and markets (based on entity-specific business and regulatory rules)
- Offers a fully integrated and multi-currency accounting system, allowing seamless drill down from financial statements to underlying transaction
- Addresses all aspects of risk – credit risk, market risk as well as operational risk
- Inbuilt client portal provides restricted and secure access to clients
Better solutions for stock brokers and investment banks has not been reviewed by any customers.
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