BPC Architecture

BPC Account Management Service

The BPC Account Management Service is a robust platform for the maintenance of client and account information and complex client-account relationships. The system manages client and account master data and controls access through many-to-many bi-directional linking, hierarchical grouping, and fine-grained entitlements. The system also provides extensible client and account properties management for the maintenance of paperwork, agreements, restrictions, preferences, suitability parameters, segmentation, offers, or any other any extended data elements associated with clients and accounts.

Using the Account Management Service, firms are able to centralize client and account data and precisely tailor the sharing or restriction of account access, trade entry, reporting, oversight, and other functions. Comprised of Relationship Hierarchy, Client & Account Master, and Properties Management components, the BPC Account Management Service provides a solid foundation for robust, massively scalable investment services applications offering customizable, high-performance, and secure real-time functionality.