Professional investor clients

Power up your trade flow

Capture more flow from professional investor clients with an intelligent trading interface they really want to use.

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The business case

Not all single dealer platforms are created equal

Could you capture more flow from your professional investor clients?Good interfaces meet expectations. Great ones drive results — delivering the tools, speed and experience that your professional investor clients need to trade faster, smarter and more often on your platform.

Offload routine trades & orders

Reduce delays, improve accuracy and capture more opportunities—keeping your desk competitive.

Boost volumes, fuel growth

Let your sales team focus on high-value accounts and opportunities to generate solid, long-term growth.

Increase client stickiness

A frictionless, customisable experience keeps clients coming back, maximising their lifetime value.

Trade at lightning speed

Fast, intuitive trading—give clients the tools and insight they need to make decisions and execute trades quickly.

Customize workspaces quickly

With Caplin’s buy-build-better model, you can launch customisable workspaces quickly, scale without limits, integrate seamlessly and adapt with ease—all while slashing development time by up to 80%.

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The problems we solve

Sound familiar?

Is your technology holding you back? Are your clients frustrated by clunky, unintuitive interfaces? A subpar user experience can send your clients to another platform.

Tech partner is a bottleneck

Is your technology partner stalling your progress? The wrong vendor can make it harder to meet evolving client needs and stay competitive in a dynamic market.

Rigid interfaces that don’t adapt

Are you struggling to meet the varied demands of corporate investors? Static, cookie-cutter platforms fail to deliver the tailored experiences clients expect.

Slow deployment times

Is your platform taking far too long to launch? Extended timelines mean missed opportunities to capture client engagement and drive growth.

High operational costs

Are outdated systems causing operational headaches? Unfit workflows and manual interventions make scaling difficult and expensive.

Scaling feels impossible

Can your platform keep up? Adapting and scaling to support new asset classes and workflows feels impossible without a complete overhaul.

Integration headaches

Do new solutions create more problems than they solve? Poorly integrated systems can cause costly disruptions and prolong deployment timelines.

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.

Deploy faster, cut costs

Slash launch times with proven technology that shortens development cycles and reduces costs. Build custom capabilities without disruption or expense of a full rebuild.

Scale seamlessly, stay adaptable

Modular by design, our platform evolves with you—add asset classes, workflows or features. With institutional scalability, you can stay ahead of market and regulatory changes.

Integrate without disruption

Designed for interoperability, our APIs and pre-built adaptors connect easily to your existing infrastructure, for simplified deployment and functionality across every stage of the trade lifecycle.

Personalised for corporate investors

Deliver intuitive, personalised experiences with fully customisable layouts and workflows. Tailored for corporate investors, our solutions are relevant now and in the future.

What to expect

Trading workspaces for exceptional user experiences

Intelligent design creates intuitive experiences that deliver immediate impact for your corporate and business clients. We’re all about driving action without distraction.

Multi-asset trading

Seamless trading across multiple asset classes and products

Bulk & block trading

Bulk and block trade workflows with upload functionality

Limit orders & strategies

Monitor and execute Limit Order, Order and other trade instructions

Real-time notifications

Stay updated with desktop and mobile alerts for trade events

Post-trade support

Handle essential actions like allocations, rollovers, and early take-ups

ESP tiles

Enable one-click trading on executable streaming rates

RFS tickets

Real-time rates for instant decision-making and execution

Blotters

Centralised trade monitoring for enhanced oversight

Charts & watchlists

Track, analyse and visualise market trends in real-time

Dynamic charting

Access simple or advanced charting tools for detailed insights

Volume & forward ladders

Flexible and multi-layered price discovery for better decision making

News & research

Provide clients with analysis tailored to their activities

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

BBVA eTrader FX Platform

Building South America’s largest single dealer platform.

AtomFX for Sales Desks

Enabling Sales desks to do what they do best, around the world.

Capital Markets

Powering up post-trade workflows for America’s largest regional bank.

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.

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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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