Client Web Portal
(Back Office)

Load&Go is a web-based client portal that integrates with a firm's back office to distribute key business information amongst clients, staff and senior management. Originally created to facilitate statement delivery over the web, Load&Go has evolved into an advanced information management application.

Easily rebranded to service one or many trading divisions, Load&Go links with a firm's website to deliver a complete client service offering. With Load&Go clients can log onto an encrypted portal to securely access daily statements, check out trades, run trading queries and produce specialized reports. Load&Go's flexible architecture easily integrates with in-house and third party applications, routing real-time news, charting packages and web-based trading front-ends for a full service offering.

Load&Go is also used by staff and senior management to automate administrative processes and produce in-depth business reports in seconds. With Load&Go, firms transform back office overhead into a dynamic competitive edge.

Branding - Load&Go is a single application, which can be branded on multiple levels to help service and target various trading groups or divisions in a cost-effective manner. By routing news feeds, trading systems and charting applications through the Load&Go interface, firms can construct specific web packages to address the needs of targeted groups.

Back Office Independent - Load&Go is a flexible web application that seamlessly integrates with any industry standard back office. This flexibility allows firms to maintain a consistent interface with clients when transitioning or consolidating back office systems.

Client Engagement - Load&Go is an interactive web application, which improves a firm's two-way communication with clients. In addition to the convenience of electronic statement delivery, clients can query trading activity, check out trades online and produce specialized reports. Firms gain a competitive advantage with Load&Go, as valuable