Genesis Products (PaaS)

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Overview

Built on the Genesis Platform and trusted by capital markets firms across the globe, these products supercharge your trading and operational functions.

Our ready-built products give you immediate access to workflow solutions for the front, middle, and back office and across a broad range of asset classes. The chances are that we have what you need, and if you need some additional features we will use the Platform to build and deliver at lightning speed.

Key Features

  • Trade Allocation Manager (TAM) - A powerful, configurable way to automate the workflow of allocation handling, enrichment and delivery of the final client confirmation.
  • Automated Quoting System (AQS) - Create a fully audited request/response process in real-time with this functionality-rich Request for Quote model. It enables the price-discovery and trading process between institutional buyers and sellers in a range of products – and works for processes with a single firm, and between several.
  • Realtime Portfolio Manager (RPM) - A complete solution for Prime Brokers to manage their client portfolios. RPM can be used as a stand-alone PB platform or in-front of other PBs (as in the mini-prime / prime of prime business models). The platform includes a powerful portal for client self-service.
  • Matcher (MRM) - Matcher allows clients to perform high-volume multi-leg reconciliations in real-time to satisfy many different scenarios. Agnostic to the external provider of the data and supports many data formats natively. Clients can create multi-tiered matching rules and customise the reconciliations to meet their requirements. The Matcher web GUI gives easy access for monitoring and exception management.
  • Portfolio Proposal Tool (PPT) - Helps strategic investment teams to define multi-asset portfolios for clients with certain risk profiles and financial investment tiers. Tailor proposals for each client and track their progress through to completion – all with a single tool.

Product/Service details