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features
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Description

The StakeholderCircle® aims to improve the management of stakeholder communities associated with business units, organizational activities, or projects for the benefit of both stakeholders and the initiatives themselves. This methodology has been validated and is supported by user-friendly tools that facilitate its application. To understand the effectiveness of this stakeholder management approach, you can take a look at the sample Word template or Excel spreadsheet provided. To aid in creating a successful stakeholder mapping and management system tailored to your organization, we offer a comprehensive suite of products and services. Our complete system features the SRMM® model, which is intended to establish a baseline and promote the growth of your organization's stakeholder management maturity, along with a selection of stakeholder management papers that can be downloaded for free from our published papers section, and a blog that explores various topics related to stakeholder management. Additionally, our resources are designed to empower organizations to engage more effectively with their stakeholders, ultimately fostering better outcomes for all parties involved.

Description

Effectively overseeing essential operations within fixed income portfolios utilized by financial institutions such as US banks is critical. Paragon serves as a comprehensive fixed income portfolio accounting solution that manages bonds and money market instruments through three key business functions: trade capture, processing, and reporting. By utilizing advanced accounting and position-keeping platforms, banks can effectively monitor their daily exposures. However, when it comes to delivering precise information to board members and stakeholders, traditional paper reports often fall short, appearing uninspiring and lacking in visual elements that highlight significant changes or exceptions. In contrast, Paragon provides a suite of reports—including inventory, cash flow, maturity, and management reports—that are enhanced with engaging graphics. This innovative approach not only offers improved insights for all stakeholders but also empowers decision-makers with actionable data drawn directly from Paragon’s comprehensive records, ultimately driving better business outcomes. By integrating visually rich reporting, Paragon facilitates clearer communication and supports strategic planning within the firm.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$4.19 per license
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

Stakeholder Circle

Founded

2005

Country

Australia

Website

stakeholder-management.com

Vendor Details

Company Name

corfinancial

Country

United Kingdom

Website

www.corfinancialgroup.com/financial-software-products/paragon/

Product Features

Stakeholder Relationship Management

Community Investment Tracking
Stakeholder Assessment
Stakeholder Commitments Management
Stakeholder Complaint Management
Stakeholder Consultation Tracking
Stakeholder Engagement
Stakeholder Grievance Management
Stakeholder Information Management
Stakeholder Issues Management
Stakeholder Mapping

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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