Whether it is booking an order, calculating commissions and fees, allocations of orders to accounts, or confirmation of client bookings – Itiviti streamlines and automates your middle office workflows.
Empower your users
Provide your middle office team with a comprehensive view of post-trade processing.
- Harmonize across silos by centralizing bookings, allocations and confirmations.
- Capture trades electronically from any front-office system cross asset class.
- Integrate with any Back-office systems for settlement and accounting.
Complete workflow support
Tailor allocation and confirmation workflows to adapt to your client and achieve Same-Day Affirmation.
- Future-proof with real-time FIX-based matching and allocation workflows.
- Support of major other allocation/confirmation channels: CTM, csv files, emails, FAX.
- Flexible logic enabling any fee and commission structure and valuation rules.
- Complete data enrichments to add settlement and clearing information.
Focus on your clients
Shift focus towards serving clients with high STP rates and smart exception routing.
- Handle volume using flexible aggregation tools and schedule automatic tasks.
- Monitoring for all post-trade steps.
- Automatic exceptions routing for efficient resolution of issues.
Learn about our Connectivity, Trading, and Automation solution framework and how it can be tailored to fit your precise requirements.
WatersTechnology Asia Awards: Best Front Office Platform
Itiviti is proud to have received numerous industry awards in the front office category this year, including the...
Webinar recording: Modular applications and integrated platforms
Traditionally, sell-side front offices have been forced to make difficult choices between single, integrated trading platforms and discrete,...
Podcast: Achieving true STP in post-trade
Buy-side firms are turning to technology to solve some of the biggest challenges they are facing in the...
Transforming buy-side middle-office processes with FIX
Many hedge fund organizations are facing challenges with middle office operations. The combination of HedgeGuard’s Portfolio Management System...
Webinar recording: The future of post trade operations
There are many processes that need to be compliant within post trade operations, and a need to streamline...
Podcast: Benefiting from new disruptive technologies to improve post-trade efficiencies
Small and medium-sized buy-side firms often struggle with high operational and compliance costs, which can be out of...
Panel discussion: The future of post trade operations
Post-trade operations are fragmented and siloed from both services and message protocol perspectives. Will technology address this challenge...
Control and efficiency
Linda Middleditch, Chief Product Strategy & Engineering at Itiviti speaks to Best Execution about increasing efficiency and cost...
The changing landscape of post-trade matching
Post-trade matching and confirmation is a key, yet sometimes overlooked, part of the trade life cycle and increasingly...
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