Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Exprivia has developed a comprehensive factoring software package that seamlessly integrates a wide range of functions, including database management, anti-money laundering processes, financial statement handling, and supervisory reporting for the Bank of Italy, along with managing assignor/debtor files, funding operations, and general accounting tasks. Additionally, the software offers crucial supplementary features such as electronic case files, customer assessment tools, and monitoring routines for assignments and disbursements, in addition to a complete web interface package connecting customers with their users. Furthermore, it ensures secure data processing solutions for backups, disaster recovery, and maintaining business continuity. In terms of back-office services, Exprivia's factoring sector effectively supports various operational functions of a company, encompassing corporate affairs management, credit facilities office tasks, factoring services, general accounting, financial statement preparation, management control, and compliance with supervisory and Bank of Italy Credit Risk Register reporting, as well as fulfilling tax obligations efficiently. This multifaceted approach guarantees that all aspects of financial management are covered, ultimately enhancing organizational efficiency.
Description
OtterBlotter serves as a comprehensive tool designed for broker-dealers to facilitate the review of post-trade sales supervision. By employing adjustable trade-review criteria, it effectively identifies potential discrepancies in trades that have been executed, thereby offering a structured quantitative analysis to enhance the qualitative assessments conducted by a firm's supervisory team. Compliance personnel can leverage the flagged concerns for further investigation and generate reports alongside necessary documentation to support supervisory processes. This innovative solution is specifically aimed at analyzing trade blotter information after transactions are completed. Its target users consist of broker-dealers and clearing firms, including those operating in the retail sector, and the system's rules are adaptable to meet various firms' specific review requirements. OtterBlotter is available as a live online platform, enabling teams to efficiently perform post-trade assessments. Notably, while the tool aids in the review process, firms remain accountable for their supervisory judgments and the maintenance of relevant records. This ensures that organizations can customize their supervisory practices while utilizing OtterBlotter for enhanced oversight.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
SAP Cloud Platform
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Exprivia
Country
Italy
Website
www.exprivia.it/en/we-help-financial-institutions-take-into-account-the-expectations-of-every-customer/4073/digital-factoring.php
Vendor Details
Company Name
GreenFlow Technology, Inc.
Founded
2009
Country
United States
Website
www.greenflowtech.com
Product Features
Digital Asset Management
Asset Categorization
No
Asset Library
No
Asset Sharing
No
Brand Control
No
Customizable Branding
No
File Conversion
No
Metadata Management
No
Mobile App
No
Reporting/Analytics
No
Search Within Document
No
Search/Filter
No
Version Control
No
Watermarking
No
Workflow Management
No