Home > Resources > Information Kits > Tradex 

Tradex Information Kit

Find out how Tradex is ideal for organizations seeking a reliable, web-based solution for fund order management and distribution. Our information kit includes case studies, product information and a demo. Get immediate access after completing a short form.

CASE STUDIES

  • KSB
    Since Riyadh-based KSB Capital Group launched in 2007 it has developed a broad client base encompassing retail, high net worth and institutional investors, with an equally wide range of investment product offerings. Therefore, the firm needed a best-in-class investment funds technology solution with the capability to support its universe of clients and full range of products and services.
  • Sandnes Sparebank
    Find out how this wealth manager has enhanced front-to-back workflow efficiencies and improved client services significantly, through automation, greater control and assurance, and flexible reporting. All powered by Advent Portfolio Exchange and Tradex, Advent's fully integrated solution for portfolio management and fund order management.
  • First Wealth Management
    Learn how this firm provides tailored financial advisory services to an array of private and institutional investors using Tradex. The automation of the fund order process has resulted in increased operational efficiencies and enhanced client service, and in addition the flexible reporting capabilities help improve business performance.

WHITE PAPERS

  • Middle East Fund Survey
    This research highlights the key opportunities and challenges in store for the Middle East fund industry in 2011.
  • Nordic Fund Industry Outlook 2011
    This research highlights the key opportunities and challenges in store for the Nordic fund industry in 2011.
  • Regulatory Reform in the UAE: What it Means - And How to Prepare For It
    In January 2011, the United Arab Emirates’ Securities and Commodities Authority (SCA) issued a draft of proposed reforms purportedly designed to improve investor protection while bolstering the country’s asset management industry.

DEMO

  • Tradex
    View this 5 minute demo to see how Tradex smoothly manages the complexity of the non-standardised fund market, by automating the entire fund order process, and allowing you to distribute your funds more efficiently. Find out how you can handle many more clients and transactions with the same staff, significantly reduce transaction errors and enhance the client experience.

RECORDED WEB SEMINAR

  • Fund Order Management and Distribution Made Easy
    In this web seminar we identify the challenges organizations face today with regards to managing and/or distributing funds, and suggest cost-efficient ways in which to overcome them through the use of automation. Learn more about global trends in the fund market, and discover solutions for managing your fund operations successfully.

 PRODUCT BRIEF

  • Tradex: A Powerful Solution for Fund Order Management and Distribution
    Learn more about how Tradex can help you launch and distribute funds faster and easier than ever before, while at the same time provide superior client service and increase operational efficiency.