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PrimeView
PrimeViewSM is our proprietary information management system designed expressly for our prime brokerage clients, featuring timely and efficient management of all trades, positions and balances.
Among its Unique Capabilities:
Internet Workstation
This internet-based workstation gives clients the flexibility of an on-line system without the hassle of additional software or the need to upgrade network computers. It operates in real-time, and all data is housed, maintained and stored by Credit Suisse.
The Browser
Through the browser, clients can view summary level data with direct links displaying a variety of underlying detail, including historical data from inception.
Extract Builder
Accepts and sends client trade extracts in the client format of choice. Our technology team will assist you in creating the trade file extract that suits your specific needs.
Secure Data Transfer Facility
Automatically transmits data to client support groups and administrators and creates client trade receipts.
Transaction Capture
Enters trades directly into our on-line front-end facility throughout the trading day and transmits them to Credit Suisse for immediate processing. Clients may view successfully processed trades in real time on the 'Activity Screen.'
Spreadsheet Download
Extracts portfolio positions, daily activity, balances and trades into any spreadsheet program.
