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Account Management Solution for Brokerage Operations

Trex for Investor Services

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  • Overview of Account Management Solution for Brokerage Operations

Business Challenges:

Servicing investors can be a costly process for brokerage operations which are too often not equipped to manage the complex and voluminous transactions and queries demanded by agents, businesses, and customers. These prevent them from providing good customer service and keeping costs low.

Solution Benefits:      

This solution reduces transaction costs, increases operational efficiencies, and improves customer service.

With Trex, customer requests can be fulfilled quickly, free of the challenges created by traditional, manual processes. Real-time audit logging and performance metrics empower managers to monitor service teams, make ad hoc adjustments, and deliver superior service. Built on Alfresco One and Activiti, Trex requires minimal development time and implementation cost, yet provides a rich suite of features for all aspects of client onboarding, compliance, and account servicing.

The results are elimination of processing bottlenecks, and dramatically improved customer service.

Meet the Partner

Perficient, Inc.

North America

Solution Downloads

About the Solution

Licensing Model:Subscription-based pricing based on tiers of users.
Alfresco Content Services:5.1
System / Additional Requirements:
Requires installation of Trex software on an application server (e.g., Tomcat). Also requires a document viewer (e.g., Snowbound) for viewing documents.
Version History:The current generation of Trex has been available since 2007. Trex 5.4.2 will be released in early February 2017.
Support:Standard support hours are 8am-5pm M-F Eastern time. Extended support is available at an additional cost.

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