Quintillion employs CMS document management tool to handle investor files, and CMS workflow for a controlled trade processing environment.
- Paperless environment ensures safe keeping of investor files.
- Case based approach whereby all investor correspondence and documentation is co-ordinated in one case file.
- Integration with the share register system ensures seamless document indexing, storage and retrieval.
- Automatic workflow of all Investor trades and correspondence through "four-eye principle" of Processor and Team Leader queues.
- Dynamic checklist guides the investor services team through the series of controls and checks at trade level.