Valufin uses this system to support all Forex services. Customers can buy a user licence for the software which then provides the ability to access their portfolio and reporting information online on a 24/7 basis. The system allows the customer to manage their physical exposures (requirements for currency) in an efficient place which accounts correctly and starts at the beginning of the risk cycle.
The software includes, but is not limited to, the following elements:
– Currency Rules
– Hedging / currency transactions
– Payments / Receipts where hedging is used to close an exposure
FRM is Software as a Service (SaaS). This means that the software runs on a central, remote server.
Therefore customers have no IT responsibilities, only data responsibilities.
We provide all users with personal access passwords and each profile has defined permissions which states what they are able to see and do.
Valufin trains customers to use the system to provide us with accurate information on which to make portfolio decisions.
Clients are able to choose their own reporting cycle and can access their reports, carry out reviews and understand their risks at any time.
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