Operations

Clear every trade the day it's done

Affirmations, confirmations, and breaks still run on email and spreadsheets. Float affirms on trade date, reviews every confirmation, and reconciles continuously, so your team works only the exceptions.

Your workflow, optimized

From capture to reconciliation, even the most complex products run in one place, with the manual steps removed.

Affirmed on trade date

See details about Affirmed on trade date

Ask in plain language

Hand off the routine work without leaving your queue.

“Which of yesterday's trades are still unaffirmed?”

Each trade's affirmation status by counterparty, with a request sent for the ones still waiting.

“Why did this confirmation break?”

The term that differs, the confirmation beside your booking, and the clause behind it.

“Which terms in our MSA apply to this trade?”

The terms that govern it, from the master agreement itself, with the section each one came from.

“How long are cross-currency swaps taking to affirm?”

Time to affirm by product and counterparty, live from Insights, without building a report.

Operations that scale with your trading