Trading risk management system
In the market, most of the transaction risk management systems are unitary, which cause unitary the customer not easily to control their Trading risk. Fundroots has integrated all necessary information, including number of transaction, market quote, capital, cost into one single system. Through the system, risk management can be done accurately and effectively.
-
Quotation feed analysis system
-
Multiple quotation integration
-
Quotation monitoring and alerting
-
Spread and fluctuation monitoring
-
Chart & analysis
-
Quotation logging and reports
-
-
Trading risk monitoring system
-
Real-time trading volume monitoring
-
Trading restriction control
-
Trading account and group management
-
Trading product control
-
Trading statements & reports
-
Customer relationship management system
Fundroots provides a integrated platform for traders, agents and back-office teams to improve the effectiveness on managing agents hierarchy, automated process, operation, and accounting.
-
Trading customer management system
-
Approval of account opening process
-
KYC
-
Online customer service
-
-
Agent management system
-
Level setting and analysis
-
Rebate & Commission setting and analysis
-
Agent business network management
-
-
Back-office management system
-
Customer service interface and customer service log
-
Accounting statement and analysis
-
Automated approval process
-
Trading system (patent trading method)
Traditional financial transactions have restrictions on investment threshold and the number of transactions, which make it difficult for customers to control and evaluate investment risks.
Fundroots designed a new trading method to solve this problem（Hong Kong patent no. HK1207794, Taiwan patent no. M567440）. This patent mainly reduces the investment threshold and improves the transaction restrictions, allowing users to control investment risks and costs more accurately.
-
Trade detailed rules, method simplification
-
Lower investment threshold
-
Predictable, control investment scale and profit
-
Applicable to all investment products (stocks, foreign exchange, commodity futures, indexes, etc.)
Payment & Remittance services management system
The system mainly provides real-time financial capital control, which can optimize users' data management in payment transaction and settlement analysis. Including online encrypted payment data management, payment and settlement reconciliation, global platform connection, etc.
-
Payment Gateway Management (Payment Service Management System)
-
Online encrypted payment data processing
-
Global payment platform connectivity
-
-
Settlement & Withdrawal (Treasury Service Management System)
-
Payment and settlement reconciliation
-