A sharp set-up allows each user profile to:

• Access (or not) any available function
• Perform all or part of possible actions (reading, creation, modification, cancelling) for all available function

• Each user customizes his screen views, records his choices as favorites and updates at any moment

Keeps record of :

• Set-up
• Orders life cycle
• Events pushed on an order (alert/ stop) and consecutive actions took by the operator (confirmation, cancellation, forcing)

• Set up alerts/ stop and “learning” rules by account profile
• According to the user level of training, PATIO automatically updates the account profile

• Asset hedging is based on a matrix that optimizes and controls the client commitment potential within its available assets
• Control is made on the basis of real-time price (or on closing price if the system is not interfaced with live market data)

From the account characteristics  (managed, free, advised) its risk profile and the instrument, the platform PATIO may :

• Send alerts
• Block a transaction
• Direct the order towards the suitable destination (in-house order book, broker, market…)

• File and/or client-server for back office interfaces
• FIX and/or MQSeries for orders routing service

• Every professional functions are available either through API’s (C, Java) and/or web services