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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
Enable your customers or sales representatives to place orders directly from their personal devices with OrderShark, a user-friendly white-labeled app available in major app stores tailored for your business needs. This efficient interface, compatible with both iOS and Android, allows for swift order placements in the field. Featuring a powerful scanning engine and solid core logic, it handles any type of barcode, product line, or pricing strategy seamlessly. By integrating OrderShark, you can streamline the ordering process, enhance overall operations, and boost customer satisfaction, paving the way for future buyers and employees alike. This innovation expands your organization's sales reach both regionally and nationally, empowering customers to order at their convenience while saving thousands of hours and significant investments by utilizing a proven technology. Furthermore, it minimizes errors and promotes operational excellence, ensuring a smoother experience for everyone involved. Your business can thrive by adopting this cutting-edge solution that meets the evolving demands of modern commerce.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Arbor Financial Systems
Website
arborfs.com/hedge-fund-software-order-management-system/
Vendor Details
Company Name
Ai2
Founded
1986
Country
United States
Website
www.ai2.com/products/ordershark/
Product Features
Order Management
Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management
Product Features
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Order Management
Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management
