The CA software is a comprehensive integrated corporate action handling module. It is a fully ISO15022 and ISO20022 compliant automated event processing system. It captures and analyses corporate actions data from multiple sources, reduces operational risk and enhances efficiency with straight-through-processing (STP) workflows.

A UNIQUE SOFTWARE SOLUTION ON THE MARKET FOR

Custodian banks
bank ikon
The software enables providers to scale up and reach new markets.
Central Securities Depositories
advisor ikon
The software creates compliant workflows with EU and ISO regulations.
Investment service providers
credit card holder ikon
The CA module reduces risk and provides operational efficiency
Account holders at local CSDs
money bag ikon
Contributes to the full STP processes of corporate actions.

MAIN ADVANTAGES

  • Building of corporate events from cashflows or by MT564 SWIFT messages
  • Manual recording of events
  • CA event templates for mandatory, voluntary and other events
  • Handling of internal and external statuses
  • Four-eyes principle audit function
  • Calculation of entitlement on portfolio and client level
  • Creation of transaction instructions
  • Message flow screen for tracking all incoming and outgoing messages
  • MT- MX and MX- MT exchanges are available
  • Managing CA events with full STP flows
  • Handling different client types (Institutional and Retail)
  • Taxation module can be integrated
  • Sending e-mail notifications to non-SWIFT clients
  • Bulk or separate e-mail sending, cancellation or regeneration of notifications
  • Uploading CA documentation on message or on event level
  • Automated process for CA instructions
  • Administration screen for CA flows:
  • EOD flows
  • Automated reminders
  • Cut-off time for sending instructions
  • Handling of CA instruction statuses
  • Supported MT and MX messages
  • MT564- Corporate Action Notification – seev.031,035,037,039
  • MT565- Corporate Action Instruction – seev.033, seev.040
  • MT566- Corporate Action Confirmation – seev.036
  • MT567 – Corporate Action Status and Processing Advice – seev.032,seev.041
  • MT568 – Corporate Action Narrative – seev.038
  • MT599 – Free Format Message

We have some exciting screens for you

HOW TO INTEGRATE?
https://www.dorsum.eu/wp-content/uploads/2020/03/group-4.png

WHY CHOOSE DORSUM

OUR CORE COMPETENCIES

20 years of experience ikon
20 YEARS OF EXPERIENCE
The company was established in 1996 and since that it has grown from a few employees into an organization with a staff of 300 for delivering integrated investments IT solutions.
Experienced project team ikon
EXPERIENCED PROJECT TEAM
We have an experienced project team, with team members working at Dorsum almost since the beginning, gaining a lot of experience in multinational and broad projects.
Continuous product innovation ikon
CONTINUOUS PRODUCT INNOVATION
We are delivering solutions based on the trends we monitor and on the knowledge we gathered over the decades. We listen to our customers to create innovative solutions.
Long term support ikon
LONG TERM SUPPORT AND PARTNERSHIP
We support our clients by offering them unique cooperation throughout the lifecycle of the products, managing expectations in terms of functionality, time and budget.

WOULD YOU LIKE TO LEARN MORE?

Just simply write us a message and we will be in contact with you soon!

  • This field is for validation purposes and should be left unchanged.