Get the Ultimate Sales Order Management System for Banking

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Hi guys, this is David from Dashro Solutions and  I'll be giving you a very quick whistlestop tour   walkthrough of our Mini-OMS modular  API driven trading order management   system. Make sure you check out our website  dashrosolutions.com for more information,   blogs and tons of other important  features and how we can help you   automate your financial services business.  So this is a very very quick demo of what   the system can do. We for example can add some  orders. We can also execute from this screen   but if we was adding something which is a  buy, stick a portfolio in there, an equity. So sticking in a Ford as you can see on this  left hand side we have the adding of the order.   Once it's added it will go through some compliance  checks. Make sure that you've got enough money,   the client has enough money and make sure  that this the instrument itself is allowed to   be booked and then it will allow you to save. On  the right hand side you can see we have we can do   executions. Our executions we can do via FIX, EMSX  or SWIFT and for manual you just enter your manual   details and then it will fill up in this box at  the bottom right hand corner and then you can   save. The hub itself is has some nice options for  example you can do filtering, you can do sorting,   you can do grouping. This is the main hub which  everybody will be looking at so you can see the   statuses of the orders and moving on quickly from  there you have different compliance options so one   of the great features that we have is this rules  builder where you can build rules for example   if you say a branch is equal to a particular  branch, and and then you could say for currencies   that are equal to Australian dollar and then  you might want to put the exposure has to be   greater than 1000. For example, add that, you can  parse that, give it a name, give it an action,   and then that will apply for all your  bookings. We also have viewers I can show you   an example of that. Let's go back some  some years so you can see some data.   So you can see this is the breakdown.  The view of your portfolio whether it   be your market value, your PNL,  your currency, your amounts   and the breakdowns can see the trades  that are assigned to those positions.   We have graphs, asset viewers, transactions.  There is a reporting Hub as well if you want to   add your contract notes or you want to add client  statements, those can be added to the report hub.   We have a rebalancing section as well. If we  select positions, select that example again,   you can show and hide your chart. So showing this  chart, you can see the breakdown of your positions   and you can also change your targets  which will also change the target graphs. We have importing so we can import orders. We  can either add them here manually whole list of   orders, they will all be compliance checked and  then once compliance checked, they can be pushed   through into the main hub. You can also use a  template to load these in. We can get these in   via SWIFT or FIX as well. It comes into this exact  same hub. With instruments you could do the same   type of thing as well. For exporting, if you want  to export to a different system you can do that.   Whenever you have executed orders they will  come into here and you can push those through,   I can show you the formats. So you can  move these formats around depending on   where you want them to go, and you  have different types of formats   where you can export via CSV, JSON, text and  you can put those on a file schedule where   they will export to a particular directory or  FTP. You also have user setups. For example finding my user. You can put down restrictions  so these are the branches I'm allowed to see   but I can add more I can put a restriction on  exclusion or restrictions and so on and there's   so much more to see within the OMS itself but  just wanted this to be a very quick tour just   to show you what the capabilities are. So that's  it. Please have a look at our website to see more.   You can give me a shout at  david.harper@dashrosolutions.com or   get in touch with us at info@dashrosolutions.com  to find out more. Thanks for listening guys.