How long does it take to learn to use FundsTOTAL?

Our intuitive, point and click functionality flattens the learning curve and allows you to be up and running in just ten minutes or less.

How much does FundsTOTAL cost?

The price of your FundsTOTAL subscription depends on a number of factors, including number of users, modules used and transaction volume. Most users find FundsTOTAL surprisingly affordable and that it very soon "pays for itself."

How flexible is FundsTOTAL?

Very.  The system is highly flexible and configurable on many different levels to provide clients with ultra- relevant functionality in an easy-to-use format.

How easy is it to customize and extend FundsTOTAL?

FundsTOTAL was designed from the ground up to be rapidly  "customizable" so new functionality can be added easily and cost effectively.  What's more, the system is totally scalable.  So it will grow as you grow.

How fast is FundsTOTAL ?

Specifically designed to save precious seconds for traders, FundsTOTAL is ultra fast – thanks to advanced proprietary caching of transactions, calculations and data.

What instruments does FundsTOTAL support?

Currently supported instruments include Equity, Options, Futures, Currencies and Currency Forwards, Equity Swaps, CFD’s, Warrants, Bonds, CDS, Bank Loans.  More instruments will be available in the near future.

Do I pay for the data feed?

No. Data costs are included in the service.

What do I need to use FundsTOTAL?

A computer with an Internet connection, a user name and a password.

I only need some of the modules.  Do I have to subscribe to all of them?

No.  You can subscribe and pay only for the modules that you need.  You can add more as you need them.

How secure and confidential is access to customer information in FundsTOTAL?

The information is protected by firewalls, 128-bit encryption and password-secure access.  And, of course, we never share your information with anyone.

I'm using spreadsheet.  How can I benefit from FundsTOTAL ?

Some have said that comparing spreadsheet to FundsTOTAL was like comparing a bicycle to a sophisticated  car.  Because while spreadsheets are very flexible, they have a significant number of limitations.

Spreadsheets lack scalability.  They tend to become very slow after accumulating  many data points.

Spreadsheets don't allow for automatic aggregation and drill-down capability.

Spreadsheets don't let you do straight-through processing.  You have to add trades manually.

Spreadsheets don't provide an audit trail. 

However, if you need  your spreadsheet, FundsTOTAL can interface with it.  So you can use both.