How do securities, asset management and diversified financials businesses onboard clients, including execute trades through licensed systems?

Onboard clients is one of the usual flows in securities, asset management and diversified financials. Others: execute trades through licensed systems; bill fees; produce statements. The planned catalog touches this through modules SALE, TKT, INV, PRC, DISC, RET; fit rating: peripheral. Planned only; nothing is built.

Go to the related page

How to read this

The tag above says how real the answer is. Answers describe the plan in the repository and design documents. No app is released. Where an answer touches tax or law, treat it as a theme to verify with a qualified local adviser.

More in Financial services

• Which reports matter most in securities, asset management and diversified financials, for example assets under management?
• What rules should securities, asset management and diversified financials check locally, for example securities regulation?
• What is missing in Simca's plan for insurance, including policy administration, claims and underwriting are out of scope?
• See it in context with the whole topic
• Search all answers