Professional investor clients

Power up your trade flow

Capture more flow from professional investor clients with an intelligent trading interface they really want to use.

FX Professional overview
  • BBVA
  • Citi
  • Standard Bank
  • Uni Credit
  • Weastpac
  • Lseg
  • Natwest Bank
  • JP Morgan
  • Santander Bank
  • Fifth third
  • Nomura
  • Ing
The business case

Not all single dealer platforms are created equal

Could you capture more flow from your professional investor clients?

Good interfaces meet expectations. Great ones drive results — delivering the tools, speed and experience that your professional investor clients need to trade faster, smarter and more often on your platform.

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Offload routine trades & orders

Reduce delays, improve accuracy and capture more opportunities—keeping your desk competitive.

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Boost volumes, fuel growth

Let your sales team focus on high-value accounts and opportunities to generate solid, long-term growth.

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Increase client stickiness

A frictionless, customisable experience keeps clients coming back, maximising their lifetime value.

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Trade at lightning speed

Fast, intuitive trading—give clients the tools and insight they need to make decisions and execute trades quickly.

With Caplin’s buy-build-better model, you can launch customisable workspaces quickly, scale without limits, integrate seamlessly and adapt with ease—all while slashing development time by up to 80%.

The problems we solve

Sound familiar?

Is your technology holding you back? Are your clients frustrated by clunky, unintuitive interfaces? A subpar user experience can push your clients to your competitors' platforms.

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Tech partner is a bottleneck

Is your technology partner slowing you down? The wrong vendor can hinder your ability to adapt, innovate and stay ahead in a rapidly changing market.

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Rigid interfaces that don’t adapt

Struggling with systems that fail to meet the diverse needs of professional investors? Static, one-size-fits-all platforms lack personalised experiences.

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Slow deployment times

Is it taking months—or even years—to get new solutions up and running? Delays mean missed opportunities to capture flow and retain clients.

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High operational costs

Are outdated systems driving up costs with inefficient workflows and manual intervention? Scaling becomes a burden when your platform doesn’t.

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Scaling feels impossible

Does your technology feel like it can’t grow with your business? Adding new asset classes, workflows or capabilities feels like starting from scratch.

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Integration headaches

Do new systems disrupt your existing infrastructure? Complex, hard-to-integrate solutions can create disruption, complex deployment issues and delays.

How we solve

Be different, by design—where good ends, great begins

At Caplin, we’re not just another trading technology provider—we’re the partner who makes things easier, faster and better. Working with us feels different because we’re in it with you solving challenges side by side.


You’ll see how intelligent design delivers intuitive experiences that your professional investor clients will value from the first interaction — workspaces that have an immediate impact.


Say goodbye to expensive overhauls—this is a smarter, faster way to stay ahead.

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Case study
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Deploy faster, cut costs

Proven technology that accelerates time-to-market and maximises ROI. Build custom capabilities without the delay and expense of an overhaul or full rebuild.

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Scale seamlessly, stay adaptable

Built for institutional scale our modular technology grows with you—easily add asset classes, workflows or features in response to market shifts and regulatory demands.

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Integrate without disruption

Designed for interoperability, our modern technology uses APIs and pre-built adaptors to connect easily to existing systems to add value, not complexity.

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Personalised for professional investors

Fully customisable layouts and workflows deliver tailored, intuitive experiences for professional investor, meeting their needs today and adapting easily for the future.

What to expect

Trading workspaces for exceptional user experiences

Intelligent design creates intuitive experiences that deliver immediate impact for your professional investor clients. We’re all about driving action without distraction.

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Multi-asset trading

Seamless trading across multiple asset classes and products

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Bulk & block trading

Bulk and block trade workflows with upload functionality

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Limit orders & strategies

Monitor and execute Limit Order, Order and other trade instructions

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Real-time notifications

Stay updated with desktop and mobile alerts for trade events

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Post-trade support

Handle essential actions like allocations, rollovers, and early take-ups

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ESP tiles

Enable one-click trading on executable streaming rates

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RFS tickets

Real-time rates for instant decision-making and execution

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Blotters

Centralised trade monitoring for enhanced oversight

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Charts & watchlists

Track, analyse and visualise market trends in real-time

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Dynamic charting

Access simple or advanced charting tools for detailed insights

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Volume & forward ladders

Flexible and multi-layered price discovery for better decision making

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News & research

Provide clients with analysis tailored to their activities

Mobile companion app

Trading made mobile

Provide your clients the means to stay in control from anywhere with Caplin’s mobile companion app.


  • Access real-time market data and monitor positions on the go.
  • Receive real-time notifications on important, actionable trade events.
  • Streamline workflows with instant confirmations and settlements.
  • Execute trades and manage exposures across asset classes.
  • Seamlessly integrated with desktop, it’s trading made mobile.
Mobile app
It's happening with Caplin

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Capital Markets

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  • BBVA
  • Citi
  • Standard Bank
  • Uni Credit
  • Weastpac
  • Lseg
  • Natwest Bank
  • JP Morgan
  • Santander Bank
  • Fifth third
  • Nomura
  • Ing
From our blog

The latest from the experts in...

How we build better UX in trading: inside the design day practice

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From Legacy to Leveraged: Re-imagining the FX Trading Sales Desk

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Embracing the digital age: Regional banks and Single Dealer Platforms

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Want to know more?

Book a meeting to get started

We’ll help you find the right solution for your business.

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Testimonial
Testimonial

Rodney Chetty, Standard Bank

Caplin’s suite of products form a key part of how we do business with our clients. The Caplin team provide a great technology solution and strong business partnership that supports our aspirations

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  • Uni Credit
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