Workflow

Not all transactions that clients instruct are trades. Most other asset management solutions treat these non-trade instructions as manually entered journal entries. Maracuya understands that the compliance, risk management and procedures surrounding such instructions require a higher level of functionality. For example, sending a wire out requires validations and checks, and may require a scanned document to be attached and reviewed before being actioned.

Our integrated workflow engine is a powerful, configurable, procedure-driven instruction management system. It ensures that every instruction goes through a proscribed set of compliance checks, specific to the type of instruction, before being authorized. Upon authorization, the instruction is tracked through a complete lifecycle to ensure that it is actioned then