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Bulk Equity Allocations Key Features

  • Block Order Management
    Real-time display of suspense orders from back-office systems with allocation tracking. 
  • Allocation Processing
    Ability to allocate units from block orders to individual accounts
  • Approval Workflow
    Multi-level approval process with options to approve or reject allocations
  • Manual Allocation Management
    Adding, editing, and deleting allocations
  • Price Tolerance
    Configurable warning and error thresholds for price differences
  • Import
    Bulk import of allocations across multiple block order with validation rules
  • Export
    CSV export with filtering options