Brokerage

Our Brokerage products are built on the Radius Financial Platform. This platform includes a range of products based upon an extensive platform of tools, components, processes and best practise functionality that we have built for Brokerage. Each one of our products consist of standalone modular components that can be deployed separately or combined to provide a vast array of functionality for any financial services organisation.

Our Brokerage products are industry-specific solutions that enables you to develop deep insight into your clients' needs and preferences, accompanied by tools that help you automate multi-step processes, track performance, and collaborate better as a team.
 
Our Brokerage products enable you to:
 
  • Ensure a rigorous focus on strategic and operational priorities
  • Manage the entire pipeline process
  • Automatically allocate leads, report on neglected leads or accounts
  • Manage, send and report sophisticated marketing activities (including email tracking , opens, clicks etc)
  • Dramatically improve productivity 
  • Identify (and exploit) every revenue opportunity
  • Track and report potential clients by, terriroty, tier, client type and other key segments
  • Ensure accuracy of information and reduce the barrier of adoption and thorugh Outlook integration
  • Simplify, streamline and have a consistency of processes, and remain competitive in the market place
  • Manage client requests in a timly and efficient manor
  • Provide sophisticated reporting - giving senior management visibility across the organisation
  • Track compliance issues and manage the process of a onboarding a new client

 

Pegasus CRM

Pegasus CRM is our base CRM product for financial services.


 
  • Provide senior management with visibility and business insight through sophisticated dashboards and reporting
  • Increase penetration for key client accounts & identify cross-sell and up-sell opportunities across asset classes
  • Accelerate the client on boarding process while still adhering to KYC and AML rules
  • Simplify, streamline and enforce a consistency of process across he organisation
  • Significantly reduce IT capital expenditure, maintenance costs and development times

Click here to find out more about Pegasus CRM.

DataShelter

DataShelter is a data residency solution that solves privacy and compliance issues. DataShelter is the enabler of cloud technology. 


 
  • Leverage cloud technologies without failing privacy or compliance rules
  • Consolidate information from disparate sources into a single view
  • Keep sensitive data or information inside your firewall
  • Restrict access to client or counterparty information, trade history, legal entity information and product trade data

Click here to find out more about DataShelter.

OnBoarding

OnBoarding provides real time visibility across the the entire process, providing transparency across multiple teams such as sales, relationship managers, operations, credit, compliance and legal.


 
  • Provide senior management with visibility and business insight through sophisticated dashboards and reporting
  • Increase penetration for key client accounts & identify cross-sell and up-sell opportunities across asset classes
  • Accelerate the client on boarding process while still adhering to KYC and AML rules
  • Simplify, streamline and enforce a consistency of process across he organisation
  • Significantly reduce IT capital expenditure, maintenance costs and development times

Click here to find out more about OnBoarding.

Syndicator

Syndicator delivers mandate management, book-running, bid management, deal management, document distribution and contact management on a single platform.


 
  • Replace multiple business applications that manage the end to end process of loan syndication through sophisticated dashboards and reporting
  • Assist the book runner in collating and managing counterparty contact details and interests through CRM functionality 
  • Provide counterparties access to the system to update their own interests and view latest information on loan deals 
  • Maintain security by managing manage private and public information 
  • Simplify executive management by visualising real-time progress of syndications

Click here to find out more about Syndicator.