my dealogic

Sales & Trading

 
TicketManager creates a paperless trading environment by automating ticket creation and the information flow between the salesforce and syndicate. TicketManager allows the sales force to place orders (including step-ups and limits) and post designations directly to syndicate for sales credit. Additionally allocations may be fed to back office systems to achieve straight through processing of trades.

 
TicketManager DCM is an integrated order management solution that increases efficiency in a paperless trading environment for debt capital markets professionals with real-time information flow between Sales and Syndicate through DealManager integration.

 
Retail TicketManager is a paperless retail trading solution which supports the entire lifecycle of new issues using an interactive 3-tier book and integration with DealManager in order to increase workflow efficiency between Syndicate, Office Managers and Sales (Financial Advisor).

 
RetailNotes is an online structured products and fixed income solution that connects Syndicate to Broker-Dealer networks to facilitate the effective marketing and distribution new issues, making investing an uncomplicated process

 
EventManager is an enterprise-wide, web-based calendar of all corporate marketing activity allowing for seamless communication between syndicate, roadshow, marketing, research, and sales and trading. EventManager enables coordinators and salesforce to arrange 1-on-1 and group meetings for their clients. Additionally, EventManager captures client feedback and allows the salesforce and capital markets to view their clients' orders and allocations for new issues and maintain their client contact information.

 
ConferenceManager offers enterprise-wide centralized access and administration over all conference activity. ConferenceManager provides increased efficiency using automated scheduling tools, interactive conflict resolution to avoid double-booking clients, and web-enabled real-time secure access from any location. ConferenceManager interfaces with EventManager to provide a comprehensive corporate marketing and event management solution.

 
Integrates share ownership and new issue performance with your proprietary client information and deal activity. Client Analytics combines critical proprietary and third-party information to provide a comprehensive view of all client activity including client profitability, buying patterns, event participation and more. Client Analytics blends information from DealManager or SynDesk with aftermarket price data and ownership information without the need to manipulate data in Excel. Simply select an account and date range to generate a complete profile.