Mutual Funds

Available from Talisys

Trade order routing & management solutions from Talisys include its Mutual Fund Solutions which provide straight through processing of mutual funds for brokerage and direct accounts - available as a standalone solution or with the complete Talisys platform.

Mutual Fund Solutions include:

Capture of application and payment electronically at representative/client
Rule-based Review and Release with principal sign-off
Automated order entry and flow-through settlement
Only true exceptions require human intervention
Automated position reconciliation and synchronization with Funds
New Account Setup and Maintenance
Easy online setup of Direct accounts; exceptions are handled on-screen
Direct Activity is auto-posted with a delay feature to allow for accounts to be received electronically and set up
Talisys Application Gateway for integration to your client-facing applications
Unique automated level 0 to level 4 conversion
Integration with Talisys EDM to aggregate mutual fund positions and accounts on one platform from multiple sources
Easy-to-use interface incorporates analytical tools for investment decision-making

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