A Straight-Through Processing System
This front office solution is a user interface module integrated directly in CROESUS to allow financial professionals to place a buy or a sell order.
The Order Entry Module provides advisors the ability to add, review and edit order entries from the CROESUS solution. This straight-through process automates and simplifies the creation of order entries, ensures quality control of data and data processing, and reduces the overall cost of managing orders to achieve high compliance standards.
Accuracy and Efficiency
Checkboxes and drop-down lists allow you to pre-populate the fields of the Order Entry Module with available data, which reduces standard typing errors and ensures greater accuracy. The Module also enables you to search, filter, sort, sum up or print orders and makes it easier to investigate or to trace an order entry.
User-Friendly Interface
The Order Entry interface provides a quick overview of all orders, whether they are filled, partially filled or pending. It also provides a mapping between back-office error messages and clearer firm-defined messages.
Compliance Standards
The Croesus Order Entry Module includes several verifications and constraints to make sure compliance rules during pre-processing and post-processing are strictly obeyed.