Calypso Learning Services

Client On Boarding Tool helps to onboard client with ease. This helps to create Legal Entity, LE attributes, Clearing Account, Clearing Account Attribute, SSI, IM and VM Margin Call Contract in one go, system also support Parent/Child client structure as part of onboarding process. While doing this user can create CoB templates which will have all Clearing related attributes, Book, time zone and PO information this will lead to need of minimal information pertains to client during onboarding process. CoB Tool also has csv upload functionality to ease of onboard multiple clients.