Completely
Automated Workflow
CecilRep reports from multiple sources:
- trading systems
- clearing
- accounting
- billing systems
Brokers can send and receive report information to be shared by all parties
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On-Demand Enterprise Commission Management
CecilRep makes it easy to track commissions, manage soft dollar invoices and find account detail for a complete view of your operation.
- Fast search extended to numbers and dates
- Powerful query with guided refinement makes it easy find answers without waiting for IT to create custom views
- Integrates to multiple structured and unstructured data sources
- Reconciles each business relationship with individual trading accounts
- Upload vendor invoices so clients can manage soft dollar commitments
- Views by coverage, trader, head trader, region, client or enterprise
- Export results to Excel, pdf or csv from web browser or from our user web services interface for further automation downstream
- Compute commissions and soft dollar breakdowns on our server
- Centralize account details including phone number and email, by trading, back office, compliance, and technology responsibility for every account and sub-account
- Search on account reference data for Anti-Money Laundering compliance
- Deployed as a web application, fully hosted on our class I data center
- Drill down and hyperlink to other system pages enhancing productivity
- Set multiple levels of entitlement for traders, managers, compliance, clients and research partners
- Upload ad-hoc Excel workbooks and XML reports for better security and reliability than email
- View usage statistics to find out when, how and by who your reports are used
- Fast indexed search to our own XML file-based system significantly enhances user response time
- User editable fields persisted to our servers used to create forms or update calculations server side
- Easy to brand the look and feel with logos, welcome pages, copyright and legal disclaimers
Built on the fundamental infrastructure of the internet
- Powerful organization and intuitive search with guided refinement makes it easy find answers fast without waiting for IT to create custom reports
- Deployed as a secure web application, fully hosted on our class I data center
- Drill down and hyperlink to other system pages enhancing productivity. Searches can be bookmarked for further automation
- Export search results to Excel, pdfs or csv from your web browser or from our user web services interface for further automation downstream
- Administer multiple levels of entitlement for traders, managers, compliance, clients and research partners
- Upload ad-hoc Excel workbooks or XML data for better security and reliability than email
- View usage statistics to find out when, how and by who your reports are used
- Easy to brand the look and feel for every user account with customized landing pages, daily workbook pdfs, logos, welcome pages, copyright and legal disclaimers
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