CiX - Company Research Module (EQ)

Overview

The CiX Company Research module is used for Internet-based share broking. This includes order management, portfolio management and company research facilities.

Order Management

CiX captures and manages client orders, including the following functionality:

• Inputting new orders. Clients can specify how the order is placed, including how long the order can be active for and whether a specific price or the current market price is to be used. 
• Canceling or amending orders. Once a user has entered an order they can amend the details or cancel an order before it is executed.
• Viewing current orders. Clients may view current order and their status online. 
• Viewing the history of past orders

Portfolio Management

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Company Research

The Equities module includes an integrated company research database.

The company research database is functional and powerful enough to support professional broking research departments, while generating user-friendly research and analysis reports for private clients.

Financial and company fundamental details are stored in the database, providing sophisticated investment analysis and decision support.

Cash Management

The CiX Banking module can be used in conjunction with the Equities module to provide on-line cash management capabilities for clients of the broking firm.

There are interfaces to import client and firm transactions from popular banking systems into CiX. These transactions and balances can then be made available to clients via the web site.

Click here for more details of the CiX Banking Module (BK).