New Issues Order Management

Our periphery service automates the entire New Issue Process, from subscription collation to size allocation. Here's how it works!


1. Forward email with new issue details

Platform auto-populates details on the bank's order management system and clients' app



2. Collate subscription orders

 After receiving notification via app, clients can input new issue orders via clients' app or call the bank to input a manual entry   



3. Automate size allocation

Banks can customize their algorithm to calculate individual size allocation 



4. Notify customers upon final allocation

Alerts sent to clients' app about final size allocated to each client 


Watch how it works

(coming soon)