Configuring capital markets in NexJ CRM

NexJ CRM provides a system for managing information for capital markets, which includes holdings, securities, and transactions.

Holdings: Holdings are the securities that a company, institution, or fund owns.
Securities: Securities are tradable financial assets, such as debt (bonds or debentures), equities (stocks), or derivatives (futures, options, swaps, or forwards).
Transactions: Transactions are records of financial activities between two companies.

Note: If Capital Markets functionality is enabled, an institutional client that trades securities through a capital markets firm is an institution.

A business administrator manages the securities that are available to institutional research, sales, and trading staff in the Holdings, Securities, and Transactions workspaces. Capital market firm employees view holdings, securities, and transactions in NexJ CRM to provide research, sales, and trading services to clients.

Note: You require the Capital Markets Model option to use holdings, securities, and transactions. If you are unable to access the appropriate feature or workspace, contact your application administrator.