Pre Trade

Pre-trade combats time consuming and error prone processes by maintaining, auditing and approving trading limits across multiple platforms in one centralized application

Accountability in the approval process

All actions taken by each party in the limit workflow process are recorded, timestamped and preserved, including the amount of time taken by individuals to approve/reject each request.

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API connectivity to leading ISV’s

Connectivity to industry leaders. Add efficiency to your trading support functions with API access to the ISV’s you know and trust.

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Centralised access to limit approval/rejection process for all accounts

Validate the process. Create a customised workflow to ensure all limit change requests are reviewed by the appropriate risk and trading support personnel. The approval process can be configured to require multiple levels of review before a limit is updated.

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Centralised access to trading limits for all accounts

Simplify the process. Access to limits from one application with connectivity to your trading front-ends. All information for accounts, exchanges and ISV’s maintained in one system in real-time. Control and consolidate your data entry.

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Complete audit trail and history of limit requests, changes and rejections

Create the historical record. Satisfy internal reporting requirements as well as regulatory filings with an end-to-end archive of limit activity for your entire organisation across all ISV’s and Exchanges. Record keeping made simple.

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Complete audit trail and history of the approval/rejection process

Create the historical record. Satisfy internal reporting requirements as well as regulatory filings with an end-to-end archive of limit approval/rejection activity for your entire organisation. Record keeping made simple.

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