• Show running balances to determine buy requirements or evaluate trading exposure.
• Take Indications from your reps on any of the covered products using your firm's intranet.
• Web pages automatically constructed based on information entered at the desk… get the offerings out quickly!
• Create new product descriptions for your reps as soon as the security is announced... no waiting
• Tickets are converted to trades when the desk is ready and sent directly to your back office system… automatically!
• Receive offerings automatically from the issurer or underwriter.
  
  

For the Desk…

For Sales…

• You create and manage the list of products offered to your sales reps.
• See running balances to determine buy requirements or evaluate trading exposure.
• View rep open and closed orders as well as Indications of Interest.
• Describe each deal to the reps in terms they know … allows Expected Yield range and approximate pricing dates and other information about the deal you deem useful to the reps.

• Interact with the system utilizing a standard web browser and the firm's Intranet
• Orders may be entered as soon as the trust is announced.
• Access to marketing information provided by issurers within the system. No need to go outside of your firm's firewall.
• Indications of Interest may be entered and their status reviewed.
• Reps can view their open orders as well as previous trades.
• Click here more sales related information.

Product coverage?  Click for the current list.

For Management…

Give us a call and we'll arrange a demo.

"Zia goes the extra mile! Due to their understanding of my business, I get more functionality than I ask for, making my job easier." H&R Block Financial Advisors

• Reports available showing daily transaction summaries.
• Access to open orders by Rep, Branch andRegion or levels as defined for your firm.
• Production by rep helps identify top performers.
• See the P&L for each deal or by product.
• Analyze Sales Credits… compare to P&L and Gross Production.