Trusted by industry leaders
The business case
Cut manual payment and trade processing effort by hundreds of hours
Is your trading desk falling behind? Say goodbye to toggling, searching and fragmented workflows—welcome seamless, focused trading. A modern tech stack with unified, intuitive tools streamlines every aspect of the trading process. We call it action without distraction. It’s the difference between keeping up and staying ahead. Between good and exceptional. Between missed opportunities and consistent success.
Process trades seamlessly
Streamline confirmations and accelerate settlement to eliminate delays, boost cash flow and cut costs
Strengthen risk management
Minimise errors and costly corrections, reduce failures and proactively minimise compliance risks
Consistent client experiences
Smoother, faster post-trade processes directly impact the client experience, driving loyalty and long-term value
Increase capacity for growth
Free resources from manual tasks to scale and handle more trades without needing additional headcount
The problems we solve
Sound familiar?
Are your post-trade operations teams stuck in the past? Manual processes and outdated approaches are slowing post-trade teams down, making it harder to scale, meet client demands and avoid unnecessary risks?
Workarounds increase costs
Are spreadsheets and manual processes still the norm? Time-consuming workarounds drive up operational costs and leave teams stretched thin
Tech causing a bottleneck
Are your tools outdated and patchwork? Systems that haven’t evolved create inefficiencies, frustrate teams and limit your ability to grow and compete
Rigid, inflexible systems
Does your tech stack force your to adapt to workflows that aren’t fit for purpose? Non-customisable systems make it hard to respond to specific business needs
Scaling feels like a pipe-dream
Do new opportunities always come at a cost? Growth shouldn’t mean new hires, and expanding into new products or regions shouldn’t require a tech overhaul...
Integration pain points
Do your systems resist change? Poorly integrated or cobbled-together technology causes delays, increases errors and makes progress painful
Deployments that drag on
Is getting new solutions live a lengthy process? Slow deployments mean missed opportunities to improve client service and efficiency
How we solve
Be different, by design—where good ends, great begins
At Caplin, we’re not just another trading technology provider—we’re the partner who makes things easier, faster and better. Working with us feels different because we’re in it with you solving challenges side by side.
You’ll see how intelligent design delivers intuitive experiences that your corporate and business clients will value from the first interaction—workspaces that have an immediate impact.
Say goodbye to costly rebuilds—this is a smarter, faster way to stay ahead.
Book a demo
Deploy faster, redefine post-trade
Rapidly modernise your function with proven technology that shortens development cycles and cuts costs. Tailor workflows and tools to your needs without the time or expense of building from scratch.
Adapt and scale with ease
Our modular platform grows with you—quickly add new workflows, asset classes or features without disruption. Built for institutional scalability, it helps you stay ahead of client expectations and regulatory demands.
Integrate seamlessly, operate smoothly
Interoperable by design, connect to existing infrastructure to create a unified workspace. Simplify operations and eliminate silos for improved efficiency and outcomes.
Deliver user-centric experiences
Provide tools that simplify workflows and eliminate bottlenecks. Customise layouts to meet operational needs and deliver reliable and consistent experiences for all stakeholders.
What to expect
Workspaces for exceptional user experiences
Intelligent design creates intuitive experiences that deliver immediate impact for your post-trade operations teams. We’re all about driving action without distraction.
Customer dashboards
Featuring settlement reminders, tailored news and research
Settlement automation
Define and apply standard and custom settlement instructions
Netting trades
Combine multiple trades into single settlements for greater efficiency
Accuity integration
Reduce settlement risk and errors through integration with Accuity
Settlement management
Easily submit, edit and approve new settlement instructions
Invoice tools
View and download invoices directly from the platform
Mobile companion app
Trading made mobile
Allow your clients to stay in control from anywhere with Caplin’s mobile companion app.
Access real-time market data and monitor positions on the go.
Receive real-time notifications on important, actionable trade events.
Streamline workflows with instant confirmations and settlements.
Execute trades and manage exposures across asset classes.
Seamlessly integrated with desktop, it’s trading made mobile.
Case studies
Powering up client time to value
From our blog
From our blog
How we build better UX in trading: inside the design day practice
In capital markets, user experience (UX) isn’t just a design concern, it’s a performance lever. The stakes are high: users work fast, systems are complex and the risk of error is always present. Yet too often, UX becomes an afterthought, squeezed into the end of a sprint or retrofitted after delivery.
Caplin welcomes James Scott as new Head of Operations
We are pleased to announce the appointment of James Scott as our new Head of Operations. In his new role, James will focus on optimising Caplin’s end-to-end delivery efficiency and quality, ensuring the company can scale its growth while maintaining the highest standards for our clients. His leadership will be instrumental in strengthening Caplin’s operational foundations as the company continues to expand its global footprint.
Rethinking FX sales: Unlocking margin and client value through modern FX sales technology
Delivering a superior client experience is no longer a differentiator - it is a prerequisite. For banks seeking to serve and attract trading clients, it is especially critical. With unprecedented access to real-time pricing data and an expanding universe of FX liquidity providers, clients now demand speed, transparency, and responsiveness from their sales coverage.
Want to know more?
Book a meeting to get started
We’ll help you find the right solution for your business.
Rodney Chetty, Standard Bank
“Caplin’s suite of products form a key part of how we do business with our clients. The Caplin team provide a great technology solution and strong business partnership that supports our aspirations”
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