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J.P. Morgan launches Trade Status Dashboard for the entire securities trade lifecycle and new servic

May 7th, New York, J.P. Morgan Worldwide Securities Services announced the launch of the Trade Status Dashboard, a new tool that offers quick trade exception management monitoring, custom filtering and enhanced transparency into the trade life cycle. The Trade Status Dashboard is the latest addition to J.P. Morgan ACCESS®, the firm's web-based platform for transactional, compliance and portfolio management information.

Key features, and benefits of the Trade Status Dashboard include:

  • Quick View of Trade Status - view outstanding, unprocessed, settled, cancelled and pending trades all at once. Monitor consolidated trade and settlement activity in near real-time. Drill down onscreen to specific trade details. Quickly access the most recent failing trades and fail reasons.
  • Efficient Easy Custom Filtering - Filter views by account or by multiple accounts and filter trades by settlement or trade date. Save selected options as default in order to maximize customisation.
  • Fast Trade Search - Easily search for specific security IDs as well as transaction numbers. Identify trade status quickly without the need to submit an inquiry or run a report.

J.P. Morgan launches a fully automated fund order routing and settlement service

Sydney, June 2012: J.P. Morgan announced the availability an automated fund routing and settlement service. The new service meets the growing demand for greater efficiency in placing and tracking transactions, resulting from a significant increase in the number of global asset classes and investment vehicles available to large investors. This initiative aims to bring Australia and New Zealand more into line with other developed markets where the majority of processing for unlisted unit trusts, and hedge funds is automated.

The new J.P. Morgan platform, called the Fund Order Routing and Settlement Service, allows large institutional investors such as super funds to deal with many counter-parties via a single, automated online channel for all unlisted unit trust and hedge fund orders. The service is electronically enabled for both inbound and outbound movements, and can integrate directly with counter-parties in the market via industry messaging networks such as SWIFT. The service is already in use by more than one hundred J.P. Morgan clients in Europe and the US.

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