Phoenix Financial Services Launches Risk and Compliance Management Technology

Phoenix Financial Services, a front to back best of breed solutions for the investment management community, announces its new Phoenix Guardian trading risk and compliance management solution to efficiently manage, monitor and control in a real time environment all order

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Phoenix Financial Services, a front to back best-of-breed solutions for the investment management community, announces its new Phoenix Guardian trading risk and compliance management solution to efficiently manage, monitor and control in a real time environment all order management and trading activity in order to conform to internal controls and market regulations.

For the Risk, Audit and Compliance Officer, as well for the trading activity Controller, PHOENIX GUARDIAN provides control and surveillance functionality at every level in the organization offering greater visibility of potential risk factors and ensuring optimum operational efficiency. Automated pre approval workflows, real time alert generation for pre trade rule violations, best execution monitoring and extensive reporting functionality are key features of PHOENIX GUARDIAN helping firms to efficiently manage regulatory obligations and enforce required controls.

PHOENIX GUARDIAN is available in both deployed and SaaS fully managed installation modes. Our SaaS offer advantages of reducing cost of ownership accompanied with a comprehensive Service Level Agreement and a rapid fixed cost implementation provides a guaranteed return on investment for Tier 2 buy side firms enabling clients to focus on their business operations while reducing costs and risks.

PHOENIX GUARDIAN is the latest addition to the PHOENIX product suite providing a one stop shop encompassing all requirements for portfolio management, order management & compliance enabling a streamlined automated workflow with full order traceability minimizing manual steps and double order execution entry.

Frdric CARON, Chief Executive Officer, commented: PHOENIX GUARDIAN is a powerful tool enabling our clients to demonstrate internal and regulatory compliance with real time risk management controls and reporting and reinforces our quest to remain at the forefront of technology and services we want to offer our customers.

D.C.

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