Tectoro’s core expertise is in building enterprise level clearance and settlement technology solutions for major banks and broker/dealers. We have expertise in building solutions for confirmation, settlement, recording keeping, portfolio margin, stock lending and borrowing, corporate actions processing, performance monitoring and STP BPM across equity, fixed income and derivative asset classes
As trade agreements vary by broker and client, calculating and reconciling periodic receivables/payables becomes a daunting task for both broker/dealers and asset managers. We develop and implement solutions to effectively manage fees and commissions by allowing the users to configure and perform tasks such as tracking product specific commissions, rebates, generate reports, reconcile and track payments
Now more than ever, the evolving regulatory landscape requires tools beyond reporting, especially for firms active in the in the OTC derivatives market. At Tectoro, we have expertise in building analytical tools for impact analysis of regulations, implementing solutions for multi-jurisdiction transaction reporting to trade repositories across all asset classes, especially for compliance with the Markets in Financial Instruments Directive (MiFID), Dodd-Frank and European Market Infrastructure Regulation (EMIR). We also have in-depth understanding of the rules surrounding registration, mandatory clearing, business conduct, margin and portfolio reconciliation
From our experience working with global broker/dealers and asset managers, we understand that “change” is the only constant in today’s markets and the need for proactive, not reactive, risk management is key. We have extensive experience building and implementing solutions for real-time margin calculation, cash/stock/mixed reconciliation, collateral management, OTC confirmation matching and real time activity management and reporting
We understand that wealth managers have varying needs depending on the client. We pride ourselves on providing customizable ‘pay as you use’ products. We have cutting edge experience building and maintaining products that provide plug and play tools to assist in customer profiling, asset aggregation, risk modelling, intelligent portfolio analysis, re-balancing, what-if simulations, reporting and seamless market/back office connectivity
We empower sales personnel with our customized CRM tools. We develop CRM tools that allow sales staff to focus on generating new business by providing a user friendly system to manage day to day functions. Our CRM tools provide easier access to required information including institutional contact data, client preferences, communication between research and sales teams across business lines, event planning and analytical predictions. By using the latest big data, and data mining/analytics technology, our CRM tools are invaluable when it comes to decision making.
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