Project:Sandbox

= Introduction =

Zia Trading is our second -generation system for managing inventory and offerings. The 10 years of experience gained in our first generation system, TAOS, has allowed us to produce a system that benefits from that experience.

Zia Trading utilizes the cost benefits of a firm’s intranet to deliver information to your financial advisors. Additionally, our experience has allowed us to add new and improved functions for the desk that increase overall efficiency, thereby resulting in cost savings for the firm. Some of these features are…

For the Desk…

 * •	Describe the bonds automatically from KIS or Bloomberg.
 * •	Send offerings to multiple ECNs and platforms.
 * •	See your P&L as it happens.
 * •	Approve trades automatically or manually.
 * •	Re-price offerings for new settlement date.
 * •	Circle an item.
 * •	Write and manage trades and tickets.
 * •	View your trade and offering history for any bond.
 * •	Review sales commissions.
 * •	View reports on demand.

For Sales…

 * •	View the offerings utilizing your web browser.
 * •	Full bond descriptions… Better descriptions = more accurate trades.
 * •	Bond Calculator lets you see the numbers… no more guessing about the accrued interest. Tell the customer about the after tax or taxable equivalent yields.
 * •	See ‘new items’ only… Print hard copies as needed
 * •	Write a ticket… the system checks availability of inventory at each step in the ticket process, thereby minimizing trade problems.
 * •	Track your orders… No need to call the desk to check trade approval.
 * •	View your open orders as well as previous trades.
 * •	Print or email selected offerings to your customers.

For Management…

 * Live Trade Blotter shows you trades as they occur.
 * Run reports showing daily transactions.
 * Automatically send trades to your back office as they occur… keep in compliance on 15 minute reporting.
 * Production by rep identifies top performers.
 * Inventory report shows mark-ups… stay in compliance!
 * View open and closed orders by Rep/Branch/Region or levels as defined for your firm.