Matrix Monitoring and Notification Platform

Matrix is a web-based monitoring and notification platform that is redefining how investment firms manage and reduce the operational risks inherent to the investment process. Stricter regulatory requirements, increasingly complex investment vehicles, and larger trading volumes are making investment and back office workflows more complex.  With greater complexity comes the risk of more frequent and sizeable trading errors.  Matrix has been specifically designed to allow your firm to automate and customize the monitoring, notification, and escalation of risk points specific to your firm's investment workflows.

The result: reduce your overall investment risk while alleviating the time consuming manual checks currently being performed by your investment and operation teams.

• Monitor virtually any system within your organization for user-defined risk conditions.
• Custom configuration of risk queues allows each condition to notify and escalate to users based on your criteria.
• Advanced drilldown into workflow queues provides the user immediate details on risk conditions.
• Audit logs show the historic view of risk conditions as well as situations and actions that have occurred.
• User personalization and configuration that allows audible,  visual, and email notifications.
• Powerful data library and component builder allows efficient access and combining of data from multiple data sources.
• 100% web based deployment allows remote, handheld monitoring.

Document Routing - Documents can be routed to users depending on priority, status, assignment, and other characteristics of the document.

Real-time notification based on user-defined workflow queues - Users are notified on a real-time basis of documents that need action based on their own custom workflow queues. Users can configure their DocMatrix console to provide audible, pop-up or passive alerts.

Complete Document History - As documents work through the workflow process, all changes to statuses, ownership, freeform messages, etc. are recorded so you have an easily accessible history of the lifecycle of a document.