Clearing Client

Overview

A structured matching and allocations engine with full client profile storage which enables real-time trade allocations to end clients, clearing brokers and custodians.

who is this for?
  • Sell Side

  • Buy Side

  • Execution Brokers

  • Global Clearers and Prime Brokers

What are the benefits?
  • Integrated and seamless

  • Real-time allocations

  • Static client profiles

Description

The Celer matching and allocations module is at the core of the Celer offering and is defined to facilitate a seamless process for matching transactions and providing full allocations following execution.

The module allows our clients to build a profile for their own clients based on their requirements, ensuring customised and bespoke real-time allocations are provided.

The module is important to both sell-side banks and brokers, and also to the buy-side community who rely on allocations for position management and NAV calculations being met within internal guidelines.

  • Flexible profile definition

  • User friendly interface

  • Bespoke allocation overrides

  • Intuitive monitoring

  • Analysis and reporting

  • Exception management

  • Monitor client allocation exceptions

  • Exception resolution

  • Reporting and benchmarking