Table of Contents
101: Introduction to Trovata Investments
Trovata’s Investments module allows users to seamlessly access investment platforms directly within Trovata as well as connect investment balance and transaction data to ensure a complete picture of cash & liquidity.
To deliver this integrated investing experience, Trovata has partnered with two of the leading money market fund trading platforms, FundConnect and Morgan Money. Trovata customers who use one or both of these platforms can now manage their cash and investment workflows all without leaving the Trovata platform.
NOTE: There is no additional cost from Trovata to enable access to either trading platform inside of Trovata.
Benefits of Using Investment Platforms Inside of Trovata
Embedded investing provides workflow efficiencies through centralization, allowing practitioners to determine their liquidity needs with Trovata, then take action to invest seamlessly within the platform using services provided by FundConnect or Morgan Money.
Additionally, users can increase overall business visibility by integrating investment reporting alongside cash and liquidity reporting in Trovata, and incorporating this data into reports, forecasts, etc.
Summary of Benefits:
1). View & analyze your investment activity (balances & transactions) within Trovata, just like any other bank connection.
2). Make trades and other investment decisions from within Trovata, effectively eliminating the need for multiple logins.
3). Completely FREE!
About the Providers
For more information on either platform, please consult the FundConnect by State Street and Morgan Money by J.P Morgan Asset Management websites. Trovata customers who want to access the embedded investing experience will need to be a customer of one or both electronic trading platforms.
Learn More
To learn more about embedded investing experiences with Trovata, please contact your Trovata CSM or reach out to our team via in-app chat support.
NOTE: Trovata is not a financial services firm, nor do we offer any investment advice or recommendations. Visit the official State Street FundConnect and Morgan Money websites for more detail on these two partners.