Pegasus Dealing Room 

PRODUCT DESCRIPTION

Pegasus suite's application of client/server front office which provides a complete functional coverage of any Dealing Room typical requirements.

The primary need of a Dealing Room is the ability to operate quickly and efficently on financial Markets, in order to avoid any process constraint on backoffice system that could cause  serious operative problems.

This application's distributed architecture allows obtainement of a complete autonomy from backoffice processes thus ensuring continuity of service and maximum operational efficiency.

Operative environment management

Pegasus Client's operative environment can be customized depending on user's profile, market of negotiation and type of financial instrument.

The types of user's profile provided are:

  • Head of security

  • Room Supervisor

  • Room operator

  • Branch operator

  • Call center operator

  • Manager

  • Private.

A set of informations defining operational areas can be associated to the user's profile:

  • Makets of operation

  • Client type (privates, institutional, managed clients, Bank own account)

  • Type of derivatives (shares, Bonds, derivatives instruments)

  • Operative limits on amount.

  • Possibility to authorize overdrafts

Once defined the types of user's profile, it's sufficient to associate "physical" users to the group's profile.

 

 

 

FUNCTIONAL COVERAGE

Main functions are:

  • Orders trading on Italians and Foreign Markets.

  • Discretionary orders

  • Order transmission to the market with validation recept within 30 hundredths of a second.

  • Operating on derivates

  • Derivatives results in real time

  • Stop order on all markets

  • Adequacy controls for private clients.

  • Client Password for call center

  • Control center for the supervisor

  • Creation of Securities' watch list for users

  • Creation of Clients' watch list for users

  • Securities' dictionary in TreeView mode

  • Market results in “push” mode

  • Market informative disclosure in "push" mode

  • 5 levels book

  • Possibility to register securities from "front" with data transmission to backoffice

  • Customers portfolio analysis functions (securities status, liquidity details, flow details)

  • Performance analysis functions on clients portfolio

  • Summary report of Orders and  executed (PDF, Excel)

  • Report for Institutional clients (PDF, Excel, email)