Thomson
PORTIA Trade EQ
Streamlined Integration - Improved Product Support - Secure
PORTIA
TradeEQ is the gateway that links traders with brokers, exchanges and electronic
connectivity networks for true straight-through processing. From on-demand prices
to improved securities processing, PORTIA TradeEQ continues to meet your evolving
business goals.
PORTIA TradeEQ offers an integrated approach to trading.
Our seamless trading environment streamlines front-office workflow while providing
you with an open gateway to external sources of liquidity such as brokers, electronic
communication networks (ECNs), alternative trading systems, and exchanges. PORTIA
TradeEQ is fully integrated with PORTIA, the industry's leading portfolio management
system, and it can be easily integrated with other systems. PORTIA TradeEQ provides
you with a key solution for your front- to back-office straight-through processing
requirements.
Connectivity
- Access the new Thomson Autex Order Routing network for electronic trading
with multiple broker/dealers and alternate sources of liquidity
- Integration
with alternative trading systems Harborside Plus and Liquidnet offer additional
execution venues for block trades
- Make faster and more effective trading
decisions through real time pricing integration into the Blotter and Modeling
System
Security
Blotter Views and Management
- Multiple, simultaneous
blotter views allow users to manage orders more efficiently and make quicker decisions
- Blotter scheme security will control which orders users can access
-
Save time by entering data directly into the following editable blotter columns:
- Executed Price and Quantity
- Trader
- Order Remarks
- Order Type
- Limit Price and Stop Price
- Blotter scheme
layouts can now be revised more easily and accurately by changing the column location
and width directly in the blotter grid
- Be more informed through a variety
of additional Blotter Columns including:
- Order Date
- Time in
Force
- Total Order Quantity
- Order Date Stamp and Order Time
Stamp
- Portfolio Code and Portfolio Symbol
- Portfolio User Defined
Fields
- Security User Defined Fields
- Security Currency
-
CUSIP/ISIN
- Moody, S & P and Other Ratings fields
- Order
Remark
- More effectively manage partial executions with a visual indication
of those assignments with a status of Partial that have unallocated executions
for the current day
- Easily manage large orders by entering the quantity
to add to or remove from an existing Assign Quantity rather than overwriting the
Assign Quantity with the new total Assign Quantity
Trading
- The ability to edit Closed orders allows you to Close orders that are no
longer being worked rather than reducing the order quantity to match the executed
quantity
- Superblock functionality has been redesigned to allow for greater
flexibility when working multiple orders for the same security. The improvements
include:
- Ability to assign multiple brokers to a superblock
-
Ability to route superblocks via FIX
- Ability to create superblocks without
assigning a broker
- Enter orders more quickly and efficiently via the
new Quick Order Entry Toolbar
- Order Processing User Defined Fields are
now available within the Add Order, Portfolio Targets, Order Allocations and Transactions
dialogs to capture firm specific data
- View your user defined data via
the Order Processing User Defined Fields Blotter Display, Filter and Sort Capabilities
- IPO Processing allows you to track your IPO transactions along with
the syndicate detail behind each IPO