Real-CPS
Real-CPS is a CRM tool for agency sales and trading desks. Real-CPS brings together customer order data, customers historical trade data, Customer holding information, their research usage etc to generate call-sheets that can result in commission generating trades. Real-CPS is a pre-order, revenue generating tool.

Real-CPS integrates:

 13F Filing data

 Security and Product Information

 Historical Trading Data

 Product Research & Usage Data

 Intra-dat trading data

 Focus Lists setup by traders

 Internal IOIs 

 Alerts to traders based on predefined rules

 Call sheets to help track communications with clients