Distribution / Linkage
Work flow:

      All internal work flow paths (eg. Authorisation loop) are set up by CT for automatic / direct staff

Staff list:

      online staff listing (+ email details) by department or work flow responsibilities.

Coupon Re-sets / Corporate Actions:

      All outbound files are auto-formatted using industry (ISMAG) guidelines

Targeted distribution:
  • An online address book is built for each client to use / administer. All ISINs are tagged.
  • All outbound files are automatically sent to the defined recipient list in the address book.
  • Distribution module has full edit functionality, date sent confirmation for each action and
    "re-send" functionality if recipient failed to receive the intended data first time.