Improvements in QORT products made in February, 2024

We offer to your attention the main improvements in solutions based on the QORT software platform.

Automated back-office backQORT

Taxes

The ‘Data for dividend tax payment’ table was added. It contains the following information:

• Entry ID,
  
• Non-trade transaction ID,
  
• Tax rate,
  
• Volume of the security,
  
• Withheld tax amount,
  
• Amount of income by 1010 code,
  
• Amount of deduction by 601 code,
  
• Amount of tax on the income profit of organizations.

System Usability

• The back-office allows filtering by the ‘Phase ID’ feature in the ‘Trade phases’ table editor.
• When starting the commission calculation, there is an ‘Excluding’ filter, with selection of which the system will apply all commission templates not listed in this filter. In addition, other filters, set along with the ‘Excluding’ one, will be taken into account.
• It has become possible to fill in the ‘Instruction entry method’ parameter of the ‘Exchange orders’ table when receiving an order from QUIK.

Middle-office of an asset management company capQORT

System Usability

• The middle-office allows filtering by the ‘Phase ID’ feature in the ‘Trade phases’ table editor.
• It has become possible to fill in the ‘Instruction entry method’ parameter of the ‘Exchange orders’ table when receiving an order from QUIK.