Improved Operations

Smart streamlines operational details so that trading and maintenance consume less time. Smart can function both as a portfolio management system and as a trade capture and ticketing system. Trade tickets can be created as customizable Word documents for printing or Email, or Smart can generate files for delivery to another system. In addition, Smart can update and store coupon rate changes, inform you of maturities (current and upcoming), maintain accrued interest, and adjust cash balances throughout the day.