the tool will enable straight through processing with crest, allowing for multiple nominees on its flagship intermediary platform
Providers of intermediary software solutions 1st Software has added a tool enabling straight through processing for the reconciliation of nominee holdings within Crest to its Adviser Office package. The relaunched version of Adviser Office now includes seamless integration with the LawSafe system, the web- enabled Crest sponsored membership service offered by brokers Lawshare, for the automatic reconciliation of nominee holdings held within Crest. The package allows multiple nominees, both pooled and designated, to be set up in the system and portfolio holdings assigned to these nomine...
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