Sample Evaluation

What's in a Name

Level One Capabilities

  • Account
    Management
  • Distribution
    Channel Management
  • Investment
    Vehicle Management
  • Transaction
    Processing
  • Regulatory
    Compliance
  • Reports and
    Interfaces
  • Payment and
    Reconciliation
  • External
    Gateway Management

Let's sort some key concepts

  • Address management
  • LIF
  • Fee instructions