Create the potential for growth
Manage an investment firm’s agenda in CTS and manage collective investment funds. CTS can even be used for pension insurance funds with modified settings.
Shareholder administration contains the following agenda:
- acceptance of purchase orders in the form of invested amount, for sale by number of units
- simple or chained instructions (switch funds), regular investments
- generate or validate orders based on incoming payments
- controlling the redemption process
We’ve collaborated with CTS TRADE IT since 2016. Over this time, the CTS system has become the core platform for trading investment products for the bank’s retail and private segment clients. In addition to the high reliability of the system itself, I appreciate the proactive and fair approach taken by our vendor, who completes individual deliveries on-time and at the necessary level of quality.