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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Our automated solutions for compliance and global trade management enable you to effectively reduce risks, safeguard employee resources and time, and achieve cost savings. Reach out to us today to discover how you can enhance your workflows while diminishing the chances of incurring financial penalties and fines. Oversee every phase of the export lifecycle, from creating orders to consolidating shipments. Simplify customs processes and focus on your primary business objectives. Keep track of all necessary authorizations for international trade to boost operational efficiency. Secure your business with our advanced technologies designed for identity verification. Access an extensive array of educational resources and tools to deepen your understanding of compliance requirements. Benefit from a comprehensive collection of global lists sourced from both governmental and non-governmental entities. Our system incorporates fuzzy logic support, allowing for customizable parameters tailored to various attributes. Users will receive notifications regarding their screening status, complete with detailed outcomes and automated workflows, ensuring a smooth compliance process. This proactive approach not only enhances efficiency but also fortifies your organization against compliance-related challenges.

Description

Transform global trade operations by digitizing essential tasks such as transaction matching, reconciliation, and workflow management. Whether you are involved as a buyer or a seller in the securities market, Tungsten Optitrade offers the tools necessary to confirm trade details, authorize transactions, update ownership records, and facilitate the transfer of both securities and cash. For brokers and investment managers, this platform enhances the efficiency of overseeing, tracking, and evaluating securities and cash transactions. Seamlessly navigate the complex landscape of invoice requirements that vary by region, language, and compliance standards. By automating trade confirmation processes, you can enable straight-through processing, which accelerates trade execution while reducing exceptions and hastening resolutions. Additionally, by automating the distribution of transactions throughout the organization, you can cut down on errors and instances of non-delivery, while also eliminating the cumbersome manual data entry between applications and networks. Furthermore, improving accuracy in the trade verification process becomes possible by significantly diminishing the reliance on manual data extraction, leading to enhanced operational efficiency. This comprehensive approach not only streamlines the trading process but also fosters greater confidence in transaction integrity across the global market.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dow Jones Risk & Compliance Yes 
JSON Yes 
Kuebix Yes 
Microsoft Dynamics 365 Yes 
OnGuard Yes 
Oracle Cloud Infrastructure Yes 
SAP Cloud Platform Yes 
Salesforce Yes 

Integrations

Dow Jones Risk & Compliance No 
JSON No 
Kuebix No 
Microsoft Dynamics 365 No 
OnGuard No 
Oracle Cloud Infrastructure No 
SAP Cloud Platform No 
Salesforce No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

OCR

Country

United States

Website

www.ocr-inc.com

Vendor Details

Company Name

Tungsten Automation

Founded

1985

Country

United States

Website

www.tungstenautomation.com/products/optitrade

Alternatives

Alternatives