Digital investor experience
Retail Investment Platform
An investment journey.
Built around people.
Give investors a clear place to explore products, understand securities, submit instructions and follow their investments.
Brokers · Investment distributors · Retail-facing institutions
A world of instruments.
A clearer way through.
- 01DiscoverFind products and inspect the details
- 02UnderstandResearch, compare and explore inputs
- 03InstructSubmit a request and follow its status
- 04Stay connectedHoldings, income events and reports
DISCOVERY TO INSTRUCTION. ONE CONNECTED EXPERIENCE.
A better connection to the investor.
Bring the steps around an investment decision together. Product information, research, instructions and portfolio views become parts of one considered digital journey.
01
Discover with context
Products, instrument details and research.
02
Act with clarity
Instructions and visible activity status.
03
Follow the investment
Holdings, events and portfolio reporting.
EXPLORE THE WORKFLOW
Meet the investor
at every step.
Explore the connected journey from finding an investment to following the resulting activity.
Discover / THE WORKFLOW
Make the starting point clearer.
Help investors browse products and inspect instrument information in a dedicated discovery workspace.
- Local and offshore product discovery
- Bonds, bills, equities and funds
- Filters and security detail views
An informed shortlist of instruments
Research / THE WORKFLOW
Put useful information within reach.
Bring profiles, documents, comparisons and valuation tools into the investment-research experience.
- Company and instrument research
- Peer comparisons and supporting documents
- Bond and discounted-security tools
More context for an investment decision
Instruct / THE WORKFLOW
Make the next step explicit.
Capture investment instructions and present activity with the actions available for its current status.
- Instruction capture
- Status-aware amendment and cancellation
- A visible record of client requests
An instruction that can be followed
Follow / THE WORKFLOW
Stay connected after the instruction.
Give investors a place to review portfolio information, income events and reports alongside their activity.
- Holdings, allocation and valuations
- Income and maturity events
- Investor reports and documents
A continuing view of the investment relationship
DESIGNED AROUND THE INVESTOR
Access is the beginning.
Clarity keeps people connected.
A useful investor platform helps people understand what they are looking at, what they can do next and where to return for an update.
CAPABILITIES / Retail Investment Platform
Operational depth.
In the details.
Explore the capabilities behind the workflow.
01Investment discovery
+
Browse local and offshore products across bonds, treasury bills, equities and funds; filter securities and explore instrument details.
02Research workspace
+
Bring company profiles, peer comparisons, market movers, documents, corporate actions and news into a single decision workspace.
03Investor instructions
+
Capture investment instructions and present status-aware activity, with clear tracking, amendment and cancellation entry points.
04Portfolio visibility
+
View holdings, asset allocation, valuations and investor reports alongside upcoming income and maturity events.
05Valuation tools
+
Explore bond and discounted-security calculations, accrued interest, clean and dirty prices, and portfolio mark-to-market inputs.
06Platform operations
+
Separate investor journeys from securities administration, provider setup, data intake and operational review.
INSIDE THE PRODUCT
A closer look.
At the working experience.
Inside the current Marketplace operations workspace: securities, data and investor-order oversight. These screens show the administrator experience. Identifying details are blurred. Select a screen to explore.
View full screen ↗Marketplace operations overview
Current local Marketplace build — administration overview; identifying details blurred.
View full screen ↗Security creation workspace
Current local Marketplace build — admin security-master form, unchanged default fields.
View full screen ↗Data capture and publishing
Current local Marketplace build — admin data gateway, unchanged default input form.
View full screen ↗Investor order oversight
Current local Marketplace build — admin order queue; identifying references, route names and financial details blurred.
THE PEOPLE IT CONNECTS
Clear responsibilities.
A shared perspective.
Investors
Explore products, send instructions and follow their investments.
Client-facing teams
Support a consistent digital investor experience.
Platform operations
Maintain products, review requests and manage provider inputs.
LET’S BUILD AROUND YOUR WORK
Make your next investor
experience more connected.
Start with your product catalogue, client journeys, servicing model and required data connections.