Increase sales productivity: serve more clients faster.
Review your clients' trade histories to provide the best service to your clients.
Trade on behalf of clients on the phone, and monitor pricing in digital channels.
Fully auditable: adheres to transparency and best-execution rules.
We Offer
Client Selection
Gain quick access to clients and users using intuitive search facilities.
Trading for Clients
Trade on behalf of clients with full control over rates and margins.
Decision Support
Supportive information for the sales user when making trading decisions.
Features
Client Dashboard
The client dashboard displays information about the client, including streaming rates that can be clicked to launch the trading workflow.
Different components can be placed on the right-hand side to suit the sales user.
Overview
The overview screen provides the sales user with useful information including system messages, daily news and reports.
FX Rates
Streaming FX rates are displayed in a space efficient design, giving the sales user an instant view of the market for the client's most commonly traded currency pairs.
Be Proactive
Quickly identify clients with deals close to maturity, orders close to the market or large orders that have recently filled.
Client Information and Search
The client and user search panel is accessible from all parts of the application. It provides an intuitive search facility and quick access to the profiles of recently accessed clients and users.
Client Rates
View streaming rates for the client's recently and most frequently traded currency pairs, inclusive of the default margin for the client.
Blotters and Logs
Filterable trade history and activity logs for the client, either in full screen or smaller component form.
Trading for Clients
Currency Pair Selection
Fast and easy currency pair selection, with access to recently traded and most frequently traded currency pairs.
Spot, Forwards & Swaps
Trade on behalf of clients in spot, forwards, and swaps (even and uneven).
Sales Intervention
Monitor and intervene in the automatic pricing of quote requests and provide manual prices for requests that fail credit checks.
Control Margins
Compose live quotes with full control over margins and client rates, including spot rate, forward points, and all-in rate.
Lock Client Rate
Lock your quote's client rate when you are ready to send your quote to the client.
Live Margin Indicator
After locking a quote's client rate, monitor the effect of price movements on the margin.
Reset Margin
When price movements invalidate a fixed-rate quote, get a new price to the client quickly by restoring the quote's margins with a single click.
Orders
Submit and manage orders on behalf of clients.
Live Margin Indicator
When quoting a fixed-rate to a client, the trade button and the all-in-margin gauge illustrate how price movements affect the quote's margin.
If the margin drops below zero, then the trade button highlights as red. The Default and Locked buttons restore the margin to its default or original value, and help you get back to the client with a new quote fast.
Adjusting Margins
The sales user has full control over margins on spot rates and forward points.
Client rates adjust accordingly as margins change and as the trader rate ticks.
Lock Client Rate
Once the margins have been set, the client rate can be locked. This allows client rates (spot, points or all-in) to be adjusted without them being affected by the live ticking trader rate.
Once the client rate is locked, the trade button is enabled and the all-in-margin gauge tracks the margin as the trader rate ticks.
Trade Decision Support
Activity Log
A log of all activity relating to the client and the currency pair being traded. This includes trades, missed trades and sales notes.
Chart/Highs/Lows
A quick view of the day's movement for the currency pair being traded.
Trades and Orders
A list of all trades and working orders for the selected client.
Customisable functionality
CRM Integration
Easy integration with customer relationship management systems.
Metrics
Metrics and trends around client usage, including hit rates and other client behaviour.
Deal Management
Enable sales users to provide manual prices for quote requests that fail credit checks.