Principal Platform
Principal PlatformAppointed Representatives
Our Principal Platform Software configuration allows one centralised system to be used for complete, real-time management of all AR clients. This platform can be extended directly to AR clients which also have access to many of the portfolio management features. With extensive automation, safe control and risk management is easily available with minimal manual effort.
Pre Trade Compliance with Order Approval Workflow
Realtime position monitoring inc P&L and exposure (available to both the principal and AR)
Multitenant – multiple funds supported on the same platform, full aggregation
Post Trade Compliance reporting with alerting
ARM connection / MIFID reporting
Transaction reporting for clearing and connections to Administrators and Custodians
Full audit trail of activity for both Principal and Appointed Representative users
Middle office workflow, including position and transaction reconciliation
Digital and Traditional Finance securities covered
Regulatory incubator
Our Principal Platform for Appointed Representatives Software means
you are always
in control
The DNA of Fund Software
Arbor fund solutions
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Arbor Fund Solutions
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