BPC Suite Overview

BPC Components
: Relationship Hierarchy
: Portfolio Accounting Engine
: Corporate Action Engine
: Order Management System
: Separate Accounts Module
: Market Data Interface
: Back-Office Interface
: Audit Engine

BPC Applications
: Client Portal
: Advisor Portal
: Operations Portal <<

BPC Utilities
: Universal Transaction Set
: Market Simulator
: Server Load Simulator

   PRODUCTS   

The Operations Portal web application is a general purpose administrative application intended to serve the needs of multiple administrative audiences. Fine grained access control permits the tailoring of application functionality to the needs of various classes of users. A large number of pre-configured roles are suitable for end-users such account representatives, branch managers, traders, administrative assistants, back-office personnel, compliance officers, and system administrators. Any number of additional roles may be added. Functionality includes:

  • user management
  • account management
  • account-user linking
  • security master management
  • secure messaging
  • transaction management
  • order entry and management
  • review and release
  • processing and reconciliation log review
Operations Portal requires deployment of at least the Relationship Hierarchy. Additional components may be added as desired.


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