| |
 |
|
Product Details |
|
|
FAQ |
|
|
News/Links |
 |
|
|
|
Initiate and process incoming/ outgoing transfer |
|
|
Handle Full and Partial transfer request |
|
|
Customizded exception reports |
|
|
Track and manage hiostrical data |
 |
|
|
Eliminate mountains of manual work |
|
|
Find and correct exceptions fast |
|
|
|
 |
| |
JACATS PRO is designed to meet your firm's needs in all different situations that your firm may face. Not only will it provide timely transfer of your customer's initial accounts, if your firm needs transfers to be processed after settlement, this will also be done through the same ease using the web-based system. Fail Reversals, Reclaims and Residuals are processed after settlement has occurred and they follow different set of NSCC rules. JACATS PRO supports all of after-settlement processing as well as identifies and provides web-based interfaces for Non-ACAT Transfers.
JACATS EZ , similar to JACATS PRO, also provides comprehensive
|
|
| |
on-line functionality for your company's needs up to settlement of assets from the initial requests. Every feature that is included in the JACATS PRO prior to settlement is also included in JACATS EZ including processing of Rejects, providing reports, historical data, etc. However, JACATS EZ does not provide functionality or web-based interfaces for post-settlement processing, but tends to meet the needs of some small-sized firms who find the economical rates of JACATS EZ more attractive.
|
| |
|
|
|
 |
| |
|
|
|
| INSTRUMENTS |
 |
Equities |
|
Mutual Funds |
|
Corporate Bonds |
|
Municipal Bonds |
|
Cash |
|
|
|
| WHAT IS GAINED |
|
Uniform Time Frames Standardized
Reporting |
|
Automated Control Functions |
|
Timely Transfer of Assets |
|
Municipal Bonds
Automated Credit Processing of
Residuals |
|
Automated Reclaims, Partial
Transfers, and Fail Reversals |
| BENEFITS |
|
Improved Customer Experience
Reduction in Risk, Cost and
Post-Transfer Uncertainties |
|
Reduction/Elimination of
Manual Interventions |
|
Regulatory Sanctioned Follow-up
Process |
|
Risk Management Tracking and
Reporting |
|
|
|
|
|
| |
|
