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Onboarding and Certification

As the trading landscape is changes dramatically, sell-side brokers face squeezed margins and revenues per trading customer. Any signed customer not onboarded and certified represents a missed revenue opportunity and possibly additional cost. It is imperative that buy-side clients start trading quickly. Itiviti delivers improvement and execution for end to end onboarding as well as certification, engaging on a tactical execution basis or as a contracted onboarding partner.

Itiviti is your ideal partner for FIX client onboarding and certification; providing the specialized products, tools and components, with the necessary and dedicated trained resources and deep knowledge of FIX protocol and industry standards.

Itiviti’s client connectivity and enablement solutions help reduce the time from agreement to deployment, to increase revenue realization and reduce total cost of ownership.

 Onboarding and Certification offers

  • Tools for automation and reducing scheduling dependencies. Analysis of current processes and recommendations for improvement.
  • Best practice onboarding implementation, addressing end to end configuration process and connectivity validation, reducing TCO.
  • Reduced onboarding time, thereby increasing ROI.
  • Automated certification, speeding up transaction by transaction validation within the overall onboarding process, reducing the certification effort.
  • Skilled resources with rich experience from electronic connectivity certification migration processes and automation.


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