Services

A range of Subscription Services are available so you can extend the ITAS platform to fit your trading needs. We will help you find the right combination of components so your business is smooth and efficient. You can flex Subscription Services up and down and only pay for what you use, so your budget will benefit as well as your team.
Trader Desktop

Trader Desktop

The ITAS Trader Desktop is at the centre of our Framework of Services and harnesses the Core Business Modules that have been grown, developed and refined over the last three decades. Desktop modules include Trade and Client management applications as well as support functions such as Risk and Finance. Using the ITAS Trader Desktop, your business will be trading quickly and efficiently using tried and trusted industry standard processes.


Document Management

Document Management

As trading companies move ever closer to the paperless office, electronic document management has become a necessity. The ITAS platform supports any type of document via its DOCMAN modules and includes management via ‘drag and drop’ desktop and web interfaces. Additionally, automated document management via email, sftp, filesystem or scanner will speed up your back-office processes.


Data Query Service

Data Query Service

For Enterprise level commodity trading operations, a fundamental requirement is to share data across a variety of systems; manufacturing, risk, financial or CRM.

Data Query Service (DQS) is a powerful REST compliant API interface that enables you to read data using a simple query language. Whether you need a list of client contacts, open cash receipts for department x, or the details of a specific contract, this data can be retrieved quickly and efficiently via a DQS Web API call.


Data Modify Service

Data Modify Service

For Enterprise level commodity trading operations, a fundamental requirement is to share data across a variety of systems; manufacturing, risk, financial or CRM.

Data Modify Service (DMS) is a powerful REST compliant API interface that enables you to writedata using a simple query language. Whether you need to update a client contact, create cash receipts for department x, or amend the details of a specific contract, this request can be achieved quickly and efficiently via a DMS Web API call.


ITAS API

ITAS API

Complementary to the Data Query/Modify Services, the Client Services API enables access to functions as well as data. Valuation, document management, data processing as well as data import and export functions are available via REST compliant endpoints. Documentation is available on APIARY.


Web Portal

Web Portal

Access ITAS data and functions securely via browser, tablet or phone. Unlike the more powerful desktop application, web screens can be customised to show or hide fields, on a user-by-user basis, for additional piece of mind. Web Portal can be further extended to give your clients access to manage their own trading data.

 

Do you want a unique UI, compatible with your corporate branding? No problem, talk to us about your needs and we will deliver a fully customised package.


Data Processing  Service

Data Processing Service

Do you need to automatically move or update data, process files when they are received, pull data from a web feed or automatically react when an alert is received? From weighbridge processing, to exchange rate downloads, P&L calculations to metals pricing - the Data Processing Service (DPS) can be customised* to manage just about any automated task that 'just needs to get done', quickly and efficiently.

 

* Custom processing may require development at an additional cost.


Alerts & Notifications

Alerts & Notifications

The ITAS platform includes a powerful messaging component leveraging the power of the Core Business Modules. Alerts are subscribed to by users or third-party systems, who are notified when, for example: a data field is changed or a new record added, a system process (e.g. data export) completes or fails or a third party publishes a message.

 

Alerts and Notifications have delivery guarantee and respect the order messages are sent in, creating a powerful, light-weight tool available to use inside and outside the ITAS platform.


Data Warehouse

Data Warehouse

The Reporting Database is a supplementary datastore separating your operational and historic reporting data. With regular updates from the ITAS databases and built using the best of breed Big Data practices, you can be sure your data is reliable and efficient to query. And, because it is stored away from operational data, any deep and complex queries will not affect day-to-day trading processes.

 

Data in the Data Warehouse is available to all your enterprise systems and the data 'shape' can be adapted to meet your specific needs.


Reporting Dashboard

Reporting Dashboard

One of the most valuable aspects of any commodity trading application is its reporting capability. The Reporting Dashboard offers both data manipulation grids for investigative queries and templated positional reporting of aggregated data for executive use.

 

As there is no ‘standard’ definition of a report, all Reporting Dashboard screens are customised to your agreed requirements.


Document Storage

Document Storage

Traditionally, documents are stored in a file system. This has some advantages but can be more difficult to secure, restricts accessibility and is an inefficient use of resources.

 

The Document Storage Service saves files in a database and as such they are faster to access, easier to index and can be encrypted. It also enables full audit capability and availability to other enterprise applications via API.


Platform Tools

Platform Tools

A series of reusable tools to link up different parts of ITAS and integrate it into third party systems:

Messaging Hub – A lightweight message bus enabling subscribers to subscribe, and publishers to broadcast on dedicated topics. 

State Machine – Customisable workflow enabling ‘items’ to give specific ‘states’ policed by workflow rules; accessed via a REST API.

Key Value Pair (KVP) Store -  Centralised configuration tool based on key-value pairs accessed via a REST API.

Monitoring Dashboards – Real-time monitoring of active services, messaging, memory and cpu usage, file and folder size, number of users. 

 

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