Moneyware Integra is intended to automate all aspects of the investment management lifecycle for client management, portfolio management, financial investment planning, revenue management and order management. It includes client management including a dashboard for an online real-time view of the business and support for alternative delivery channels including web, mobile and PDA. Transaction management supports tracking transactions through the lifecycle: initiation and execution, reconciliation, settlements and corporate actions. Portfolio/Model Management for portfolio administration, valuations, models and rules. Revenue Management: This module handles all the receivables and payables, calculations and allocations and reconciliation activities and automates the generation of periodic statements allowing access to information on demand. Reporting including portfolio analysis and reports, management and transaction reports, client reports and other multi-dimensional customised reports in various formats.
