Peridrome Dash helps deliver superior client service without the high cost of customized software. Dash is a highly extensible fulfillment management system for handling new account requests, contributions, distributions, terminations, tax harvesting and more.
Peridrome Dash receives requests through a firm's external client or advisor web portal, third-party message hubs and networks, or Peridrome Capture. Dash fulfills client requests by coordinating human workflows and automating interactions with portfolio accounting and trading systems, as well as other partner systems, such as document management and CRM.
Peridrome Dash can also be customized to comply with company-specific rules for scoring incoming requests. Table-driven logic can be configured to assign the correct workflow for each request, and firms can create customized workflows that define processing steps for specific types of requests, investment disciplines or other criteria.
Processing tasks can be assigned to groups or to individual users. Peridrome Dash dynamically updates each user's screen as new tasks are assigned. As a request is routed through its lifecycle, it can be annotated with user comments and trading information.
Peridrome Dash integrates with a firm's document management system so that all documentation remains with the request throughout handling. An audit trail of steps taken by specified users provides full accountability for all actions taken, along with time stamps for each.