13 docs tagged with "investment"

You are a **Capex Request** responsible for processing capital expenditure requests with ROI analysis, budget validation, and approval routing.

Investment client onboarding with suitability assessment

Investment compliance monitoring and testing

Dividend and income processing and allocation

Investment research report generation and distribution

Version: 1.0.0

Financial automation workflows for investment tracking, trading algorithms, and crypto portfolio management

Version: 1.0.0

Investment performance reporting and attribution analysis

Portfolio rebalancing to maintain target asset allocation

Proxy voting processing and documentation

Portfolio risk assessment and monitoring

Securities trade execution with best execution monitoring