NEW YORK, May 7, 2012 - J.P. Morgan Worldwide Securities Services today announced the launch of the Trade Status Dashboard, a new tool that offers quick trade exception management monitoring, custom filtering and enhanced transparency into the trade lifecycle. The Trade Status Dashboard is the latest addition to J.P. Morgan ACCESS®, the firm's web-based platform for transactional, compliance and portfolio management information.
The Trade Status Dashboard also provides users with the ability to easily create custom filters and efficiently perform extensive searching functions. With this new tool, clients can quickly identify the status of trades within one user-friendly format, helping them to make informed decisions and improve risk management.
"It is our top priority to provide clients with easily accessible, real-time information that is tailored to their business objectives," said Sarah Gill, global platform executive for J.P. Morgan Worldwide Securities Services. "As such, we are pleased to launch the Trade Status Dashboard, the most recent example of our best-in-class product suite."
Key features and benefits of the Trade Status Dashboard include:
Quick View of Trade Status - View outstanding, unprocessed, settled, canceled and pending trades all at once. Monitor consolidated trade and settlement activity in near real-time. Drill down onscreen to specific trade details. Quickly access the most recent failing trades and fail reasons.
Efficient & Easy Custom Filtering - Focus on key high risk and business critical trades with extensive filtering options. Filter views efficiently by account or by multiple accounts and filter trades by settlement or trade date. Save selected options as default in order to maximize customization.
Fast Trade Search - Easily search for specific security IDs as well as transaction numbers. Identify trade status quickly without the need to submit an inquiry or run a report.
For more information on the Trade Status Dashboard, please contact your J.P. Morgan ACCESS client service representative. For more information about other J.P. Morgan ACCESS tools, please visit www.jpmorgan.com/visit/jpmorganaccess.
About J.P. Morgan Worldwide Securities Services
J.P. Morgan Worldwide Securities Services (WSS) is a premier securities servicing provider that helps institutional investors, alternative asset managers, broker dealers and equity issuers optimize efficiency, mitigate risk and enhance revenue. A division of JPMorgan Chase Bank, N.A., WSS leverages the firm's global scale, leading technology and deep industry expertise to service investments around the world. It has $17.9 trillion in assets under custody and $7 trillion in assets under administration. For more information, go to www.jpmorgan.com/visit/wss.
About JPMorgan Chase & Co.
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
The products and services featured above are offered by JPMorgan Chase Bank, N.A., a subsidiary of JPMorgan Chase & Co. JPMorgan Chase Bank, N.A. is regulated by the OCC in the U.S. J.P. Morgan is a marketing name for Worldwide Securities Services businesses of JPMorgan Chase & Co. and its subsidiaries worldwide.
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