Collaboration

Connecting the world's markets

The future of market connectivity is open, collaborative, and designed for agents. Today, issues, questions, and documents still move between firms by email. Float connects your team and your counterparties to manage work, communicate in context, and share securely, with Sterling working alongside you.

Collaboration where the work lives

Every project, conversation, and shared document is linked to the trade or document it concerns, so your team and your counterparties always work from the same context.

Projects

Manage work across the industry

Plan and track work with your team and your counterparties in shared projects, from onboarding a new counterparty to clearing a backlog of breaks. Every task and issue has an owner, a status, and a deadline, and Sterling can take on work end to end.

Commentary

Communicate in context

Comment directly on a trade, field, or clause, and share the discussion with your team and your counterparties. Chat connects to Symphony and Microsoft Teams, so conversations reach people where they already work.

Sharing

Share securely across firms

Share trades, documents, and workspaces with internal teams or other firms on Float. You control exactly what each counterparty sees, and every action is logged, so you always know who saw what, and when.

Open, intelligent, and secure

Float connects to the systems you already use, puts Sterling and your own agents to work for your team, and keeps every action permissioned and audited.

Shared and live

One live view of every project, issue, and counterparty, shared across teams and firms. Outstanding items are chased automatically, so no one has to send a status email.

Open and integrated

Float connects to the systems you already use, so work raised anywhere lands in the same place.

See details about Open and integrated

AI-native and agent-ready

Sterling works alongside your team, and your own agents join through Float's APIs, with the same permissions and audit trail as everyone else.

Permissioned and audited

Set what each team and counterparty can see and do, with a complete audit trail of every change on both sides.

Built for collaboration

Issue tracking, live commentary, and sharing run through every Float workflow that involves another firm, so the conversation follows the trade through its whole life.

Confirmation

Resolve disputes and amendments on the confirmation itself, with comments and sign-off shared by both sides.

Affirmation

Clear breaks with your counterparty from a shared view of the trade, with every comment and fix in one place.

Quote automation

Negotiate in Symphony or on voice as you do today, while Sterling captures every quote into one dataset.

Document Intelligence

Manage agreements and templates with counterparties in shared workspaces, with redlines, comments, and version history in one place.

Connect to the whole market on Float

Bring your team and your counterparties onto one platform to manage work, communicate in context, and share securely.