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CMS – Case Management System

Quintillion employs CMS document management tool to handle investor files, and CMS workflow for a controlled trade processing environment.

Key Features

  • 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.