Trusted by industry leaders
The business case
One workspace. Equip your sales traders with the right apps and tools.
Do your sales traders have the right tools at their fingertips to perform at their best. Imagine equipping them with the same advanced trading tools your clients rely on—tailored specifically to their workflows. One seamless workspace that allows them to react faster, personalise client interactions and deliver the kind of value that sets your bank apart.
Serve more clients, faster
Everything in one view cuts time switching between tabs and apps, reducing errors and boosting productivity.
From client-first to people-first
Put client-grade trading tools into the hands of your team for consistent trading experiences and results.
Maximise client life-time value
Less time on routine tasks means more time to build stronger relationships and deliver real value to clients.
Stay proactive, drive results
Deep real-time client insights and trade histories enable timely, personalised outreach that builds greater loyalty.
The problems we solve
Sound familiar?
Are your sales traders limited by outdated technology that is no longer fit for purpose? Subpar workflows and clunky interfaces slow your team down, making it harder to serve clients effectively and stay competitive.
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Are outdated systems causing operational headaches?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.
Book a demo
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.
Instant client access
Quickly search and select clients with an intuitive rapid search tool, ensuring smooth client interactions and faster response times.
Trade management
Streamlined pricing workflows and on-behalf-of execution. Handle essential actions like such as allocations, rollovers, and early take-up.
Client insights
Access detailed client margins and profitability on a trade-by-trade basis. A complete view of each client with CRM data, KYC and credit status.
Manual pricing tools
Handle RFQ requests with a dedicated manual pricing tool.
Limit orders & strategies
Robust tools for monitoring, managing and executing Limit Order, Order and other trade instructions in real-time and with maximum efficiency.
Multi-asset trading
Seamless trading across multiple asset classes and products providing the flexibility to manage diverse portfolios in a single workspace.
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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