J.P. Morgan Worldwide Securities Services has launched Trade Status Dashboard, which offers quick trade exception management monitoring, custom filtering and enhanced transparency into the trade lifecycle.
The tool is part of J.P. Morgan ACCESS, the firms Web-based platform for transactional, compliance and portfolio management information.
Clients can view outstanding, unprocessed, settled, canceled and pending trades all at once; monitor consolidated trade and settlement activity in near real time; drill down onscreen to specific trade details; and quickly access the most recent failing trades and fail reasons.With the custom filtering feature, users can filter views by account or multiple accounts and filter trades by settlement or trade date. It is also searchable by ID or transaction number.
It is our top priority to provide clients with easily accessible, real-time information that is tailored to their business objectives, says Sarah Gill, global platform executive for J.P. Morgan Worldwide Securities Services.
(CG)