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+1 800 353 0103	North America
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Automate and simplify your middle-office workflow to focus on exception management with a front and back office agnostic SaaS solution.

A Comprehensive View of Post-Trade Processing

Centralized bookings, allocations and confirmations across asset classes
Electronic trade capture from any front-office system
Consolidated view of global markets, currencies, and asset classes

Tailor Allocation and Confirmation Workflows to Same-Day Affirmation Processing

Supports major allocation/confirmation channels: FIX, CTM, files, emails and fax
Flexible logic enables any fee and commission structure and valuation rules
Complete data enrichments to add settlement and clearing information

High STP Rates and Exception Routing

Handle volume using flexible aggregation tools and schedule automatic tasks
Monitor all post-trade steps
Automatic exceptions routing for efficient issue resolution

Ensure accuracy across every communication

Update Once, Publish Everywhere

Streamline your quarter-end process with automatic data updates and connected content.

Multiple Output Types

Create instant proofs with web/print-ready PDF and other formats.

Maximize Efficiency

Enable multiple users to collaborate and streamline updates—while providing complete control at every step.