J.P. Morgan Worldwide Securities Services today announced the launch of the Trade Status Dashboard, a new tool that offers quick trade exception management monitoring, custom filtering and enhanced transparency into the trade lifecycle.
The Trade Status Dashboard is the latest addition to J.P. Morgan ACCESS®, the firm's web-based platform for transactional, compliance and portfolio management information.
The Trade Status Dashboard also provides users with the ability to easily create custom filters and efficiently perform extensive searching functions. With this new tool, clients can quickly identify the status of trades within one user-friendly format, helping them to make informed decisions and improve risk management.
"It is our top priority to provide clients with easily accessible, real-time information that is tailored to their business objectives," said Sarah Gill, global platform executive for J.P. Morgan Worldwide Securities Services. "As such, we are pleased to launch the Trade Status Dashboard, the most recent example of our best-in-class product suite."
Key features and benefits of the Trade Status Dashboard include:
Quick View of Trade Status - View outstanding, unprocessed, settled, canceled and pending trades all at once. Monitor consolidated trade and settlement activity in near real-time. Drill down onscreen to specific trade details. Quickly access the most recent failing trades and fail reasons.
Efficient & Easy Custom Filtering - Focus on key high risk and business critical trades with extensive filtering options. Filter views efficiently by account or by multiple accounts and filter trades by settlement or trade date. Save selected options as default in order to maximize customization.
Fast Trade Search - Easily search for specific security IDs as well as transaction numbers. Identify trade status quickly without the need to submit an inquiry or run a report.