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The trading of securities is available in the application both for individuals and for professional asset managers who need to create block orders for many portfolios. The real-time monitoring of the order execution and the integration of a market price feed complete the module. ibSERVICES - Stock exchange orders The bank can decide to restrict the type of securities that can be traded via Internet. The security search function allows using different criteria: stock exchange, security type, name, ISIN or Telekurs. Once a security is selected, and with market price feed connected, all associated financial information is displayed in real time. The supported securities orders include market, limited, stop-loss, stop-limit securities. When an order is entered, the indicative transaction value is always displayed. The proposed debit/credit account is displayed with its current balance to check the order financial covering. ibSERVICES - Order monitoring All security orders loaded are presented with their current status "pending", "fully executed", "partially executed". The details of all pending and executed orders remain accessible. The cancellation is possible for any still pending or partially executed orders. ibSERVICES - Asset management For external asset managers, several customers can be managed within a single e-banking contract. In such a contract the different customers and portfolios can be grouped according to their investment profile, investment strategy or any criteria relevant for the asset manager. Once such a group is activated the asset manager can create orders for the whole group. These block orders can be generated automatically by the system applying specific targets: the position increase of 10%, the stock compartment increase up to 25%, etc.
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