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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

As the complexity of investment workflows escalates with the proliferation of diverse asset classes and their alternatives, it is increasingly vital for investment offices to enhance their operational efficiency by automating administrative tasks that accompany the core functions of their work. To address this need, we developed Arbor Trade Order Management System, a software solution designed to simplify your investment and trading processes, ultimately freeing you from the burdens of administrative and compliance responsibilities. Our innovative technology equips you with a concise and comprehensive one-page overview of all orders linked to funds within our Portfolio Management System, while also offering compliance reporting and both real-time and historical order analytics. By employing our system, investment offices can focus more on strategic decision-making rather than getting bogged down in routine tasks. This not only optimizes productivity but also ensures that compliance measures are consistently met.

Description

Reduce expenses and promote effective growth with a customer-centric order management system. Enhance the efficiency of omnichannel order management by providing agents with a consolidated view across all channels, enabling them to effortlessly manage and adjust orders. Streamline orders to optimize for cost, speed, and sustainability through real-time inventory insights. Leverage automation and artificial intelligence to identify the most cost-effective workflows. Cater to demand flexibly with user-friendly tools and top-tier technology and resources. Amplify order volume while decreasing costs through these innovative features. Elevate support levels by consolidating order history and customer data into one accessible view. Enhance customer satisfaction by fulfilling orders more swiftly and economically. Integrate commerce experiences with visibility into real-time inventory management. Further elevate customer service and automation capabilities. Combine the strengths of Order Servicing with Service Cloud to deliver a truly cohesive experience for your customers. Ultimately, save time and boost profitability through efficient omnichannel fulfillment strategies, ensuring that your business remains competitive in a rapidly evolving marketplace.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

1440 No 
Canopy No 
Salesforce No 

Integrations

1440 Yes 
Canopy Yes 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$0.15 per order
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Arbor Financial Systems

Website

arborfs.com/hedge-fund-software-order-management-system/

Vendor Details

Company Name

Salesforce

Country

United States

Website

www.salesforce.com/products/commerce-cloud/ecommerce/order-management/

Product Features

Order Management

Back Order Management No 
Catalog Management No 
Inventory Management No 
Order Entry No 
Order Fulfillment Yes 
Order Tracking No 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management No 

Product Features

Order Management

Back Order Management No 
Catalog Management No 
Inventory Management No 
Order Entry No 
Order Fulfillment No 
Order Tracking No 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management No 

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