Funds

Create the potential for growth

Comprehensive solution for the distribution of funds, their management and solutions for funds of pension companies in a modified version.

CTS Funds

Create the potential for growth

Manage an investment firm’s agenda in CTS and manage collective investment funds. Sell your investment firm’s active funds and third-party funds. CTS can even be used for pension insurance funds with modified settings.

Investment firms

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

  

Banks

You can sell your investment firm's products via your branch network or third-party products using our platform. CTS allows you to conduct a complete agenda for communicating with fund issuers, aggregating and de-aggregating your orders, and managing fees. Reporting to clients and regulators are given. At the same time, the platform is able to evaluate client knowledge profiles, and appropriateness, in short, all the essentials under MiFID regulations.

 

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.

Advantages of the system

Broad product support

The system supports a broad range of collective investment products.

Fees

The system permits a high level of fee customisation,

Regular investments

Enable your customers to make regular investments in funds. Regular investments are one of the key functionalities.

Composite products

Prepare various types of investment savings for your clients.

Contact us. We’d be happy to discuss your needs.

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