US based wealth manager said that the Trade Status Dashboard is the newest offering to JP Morgan ACCESS, the firm’s web-based platform for transactional, compliance and portfolio management information.
The new tool enables users to create custom filters and carry extensive searching and identify the status of trades within one user-friendly format, thus leveraging them to take adequate decision and improve risk management.
JP Morgan Worldwide Securities Services global platform executive Sarah Gill said that it is the firm’s top priority to provide clients with easily accessible, real-time information that is tailored to their business objectives.
The tool provides quick view of trade status including view outstanding, unprocessed, settled, canceled and pending trade as well as monitor consolidated trade and settlement activity in near real-time.
Equipped with fast trade search option, allowing users to search easily for specific security IDs as well as transaction numbers, it also provides efficient & easy custom filtering such as high risk and business critical trades with extensive filtering options.
