Investment Operations — Trade Order Management

Investment Operations — Trade Order Management keeps your firm’s trade order records.

• What’s recorded: Fund, Security, Side, Quantity, Price, Notes
• Steps: Draft → Submitted / Cancelled; Submitted → Approved / Cancelled; Approved → Executed / Cancelled. The database only allows these moves.
• Two-person approval: whoever created it can’t approve it.
• Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.