One system for modern automation of custody services.

1. February 2024

Custody Web is a state-of-the-art application designed to modernize the automation of custody services. Drawing on over a decade of investment banking experience, Custody Web merges the realms of IT and investment banking to offer a comprehensive solution for the management and safekeeping of securities.

Custody Web caters primarily to end clients of custody departments and non-banking institutions that lack access to the SWIFT network. This groundbreaking application provides a unified system for managing securities and entering instructions, streamlining operations and enhancing efficiency.

What Custody Web Offers:

  • Automation and Management of Custody Services: Custody Web digitizes and automates the routine tasks associated with custody services, from management to safekeeping of securities. Its main domain lies in offering a uniform way of handling these tasks, simplifying processes for users.

  • Wide Range of Smart Features: Users gain access to real-time information through a user-friendly dashboard, which provides a clear overview of investment accounts and a calendar of corporate events. Additional features include an overview of entered instructions, executed transactions, and the status of positions.

  • Modern Technology and High-Quality Design: Adhering to Material Design standards, Custody Web offers an intuitive interface tailored for end users in the custody department. It features investment portfolio charts, a list of pending transactions, and is built on the latest technology to ensure responsiveness across devices and browsers.

  • Integration and Support: Custody Web stands as a standalone solution that can seamlessly integrate with third-party systems, particularly the CTS Platform. Beyond the product, we offer integration services, support, and development, ensuring adherence to strict SLAs and performance criteria, while continuously innovating to meet market demands.

Custody Web Features:

  • An intuitive dashboard with cash flow, investment accounts, transactions overview, and a corporate events calendar.
  • Real-time securities overview on investment accounts.
  • Instruction functionalities for securities trades settlement and transfers.
  • Transaction overviews, securities information including market prices, and upcoming corporate events.
  • Audit and notes systems, with multi-language support for easy localization.

Modern Technology and High-Quality Delivery:

Our focus on user experience (UX) and interactivity ensures the application is not only intuitive but also adheres to Material Design principles, making it accessible on computers, tablets, and phones across popular browsers like MS Edge, Google Chrome, and Safari.

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