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Dash
 Peridrome Dash is a workflow management framework for the fulfillment of managed account client requests. Dash receives client requests through a messaging API that can be accessed by a firm's external client or advisor web portal, through third party message hubs and networks, or by Peridrome's Capture request acquisition platform. Dash coordinates human workflows and automates the interactions with portfolio accounting and trading systems necessary to achieve straight-through processing of client requests.
Firms can create customized workflows that define processing steps for specific request types, investment disciplines, or other criteria. Table-driven logic can be configured to assign the correct workflow to each request received.
Processing tasks can be assigned to groups or to individual users. 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. Dash integrates with a firm's document management system so that all necessary documentation remains with the request throughout handling.
An audit trail of workflow steps and participants provides full accountability for all actions taken, along with time stamps for each.
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For a demonstration of Peridrome's software solutions, please contact us. |
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Features:
Dynamic worklist portlets customizable for groups or individual users
Forms for new account setup, contribution, distribution, termination, tax harvest and strategy change
Requires:
Peridrome Portal
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