Our platform seamlessly connects, collects, and cleans data across the total life cycle of any trade—financing, derivatives and cash.
FIND THE MONEY. FIX YOUR RATES. REWARD YOUR FAVORITE BROKER.
Best Execution for Securities Finance and Lending
Find the best borrowing or lending rates across multiple primes, swap providers, custodians, or lending agents, and quickly request financing or lending rate improvement on single (or hundreds of) position(s)
Optimize alpha: Prime brokers and lending agents honor rate improvement requests >80% of the time
Users can take action to improve rates by selecting positions and sending automated, auditable email requests or RIRs (Rate Improvement Requests)
Review the performance of prime brokers and lending agents relative to benchmarks
Identify trends across all lending and borrowing activities to align with Best Execution standards
FIND THE RIGHT TERMS. FIX YOUR AGREEMENTS. AVOID COUNTERPARTY RISK.
Document Review & Negotiation
Find the right terms, fix your agreements and avoid counterparty risk - document review and negotiation that is proven to deliver more efficient and economical results than law firms, driving better outcomes for operational and legal teams at asset managers and hedge funds.
Our proprietary software and high-touch advisory services reveal the bid-ask for terms in trading agreements to ensure that your legal, operational, economic, and credit terms match your day-to-day investing style.