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.