The C3 Dashboard
Corporate actions module
Corporate actions voluntary forthcoming detailed view
Corporate Actions
Functions and Features
Identify and monitor corporate actions
Mergers, acquisitions, stock splits, rights issues etc. — corporate actions can significantly impact your ledgers. And the risk of financial loss rises with inaccurate or mismanaged data.
Our Corporate Actions Diary lets clients visualise and monitor corporate action processes to mitigate risk. Track corporate actions across a wide range of asset classes using extensive and accurate data for faster and better-informed decision making.
- Import relevant corporate action announcements from external sources, such as market data vendors, prime brokers and custodians.
- Combine announcement data with positions from your portfolio management system.
Workflow driven processing
Take control of your corporate actions with a complete overview of your portfolio, tracked from initial announcement to completion.
Our user-driven workflow manager will allow you to evaluate and prioritise daily tasks to ensure you never miss a deadline.
- Organise daily workflow prioritised by action urgency
- Flexible and scalable platform
- Extensive audit trail for all actions and status changes
Increase operational efficiency
Our corporate actions dashboard facilitates efficient processing using easy-to-use functions for seamless data integration, work status highlights, and a comprehensive search facility to target and filter information.
We’ve also built-in extensive levels of customisability, allowing clients to set alerts for specific actions or portfolios, attach notes and files, and use customisable status markers to track progress and access detailed, drill-down information on each asset.
- Create custom Securities Of Interest (SOI) file to target market data to your portfolio
- Customise alerts and augment action status
- Advanced search functionality
Watch our Corporate Actions service snapshot and demo
Corporate Actions Diary – Stay In Control: Optimise operations with early visibility and validation
5 September 2022
Process multi asset workflows, from initial announcement through to settlement with C3’s Corporate Actions Diary.
