Intelligent Corporate Action Management with ZagTrader
ZagTrader transforms the handling and consumption of corporate actions with an automated, intelligent approach. Designed to minimize risk, improve efficiency, and ensure accuracy, our platform seamlessly integrates corporate action workflows into your trading and portfolio management operations.
Key highlights of our corporate action management module include:
- Automated Event Detection: Automatically capture corporate actions such as dividends, stock splits, rights issues, and mergers directly from market sources or custodians.
- Impact Analysis: Assess the potential impact on portfolios and positions, enabling timely decision-making and proactive risk management.
- Dynamic Notifications: Notify stakeholders of upcoming events and required actions, reducing manual oversight and missed deadlines.
- Action Processing: Automatically update portfolios and ledgers to reflect corporate action adjustments such as security allocations or cash entitlements.
- Election Handling: Streamline voluntary action elections, offering intelligent recommendations based on portfolio strategy.
- Compliance Assurance: Maintain accuracy and transparency with automated audit trails and compliance checks for every action.
- Seamless Integration: Incorporate corporate actions into downstream processes, ensuring consistency across trading, reporting, and reconciliation.
By automating and intelligently managing corporate actions, ZagTrader reduces manual workload, ensures compliance, and empowers you to focus on strategic decisions rather than operational complexities.