CLIENT portal
Everything the trade and payments lifecycle demands in one platform
From pricing and execution to post-trade confirmation and settlement - serve your full client spectrum,from global treasury to SME, with a single, configurable workspace that grows with your business.
Trusted by industry leaders
WHY choose client portal?
Everything the trade and payments lifecycle demands
Replace fragmented legacy apps with one source of truth - eliminating the app sprawl, manual callback overhead, and affirmation drag that currently cap your growth.
Whether serving your most sophisticated global treasury clients or the long tail of low-touch SMEs, this modular platform adapts to the specific needs of each tier.
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+30%
Configurable & modular
Turn on only the features your bank needs. Add asset classes, workflows and modules as your offering grows — no rebuild required.
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+30%
Multi-asset-class trading
Price and execute across FX, fixed income, money markets, commodities, options, orders and crypto — from one consistent interface.
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+30%
Workspaces & simple payments
Customisable professional trading workspaces alongside simplified payment workflows — each configured to your clients' needs and sophistication.
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+30%
Streamlined back office
From settlement instruction management to payment and trade confirmations — post-trade operations run in the same platform, end to end.
proven results
When one portal replaces many, our customers realise immediate results
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+30%
Trade win rate
Client insights and pricing history surfaced at the moment of quote
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5x
Faster delivery
New products ship in weeks, not quarters
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-99%
Manual rekeying
One data spine across the lifecycle
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+30%
Multi-asset class trading
Retire bespoke front-ends and stack sprawl
full coverage
The instruments and assets you need in one app, from execution to settlement
Consistent pricing, execution and post-trade behaviour across the entire FICC spectrum. Whether your clients trade FX, fixed income, or complex derivatives, the Client Portal delivers a unified, premium experience.
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01
Pricing
Streaming and request prices across every asset class, in the client workspace.
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02
Execution
Trade or payment captured via click, RFQ or order.
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03
Confirmation
Trade and payment confirmations generated automatically.
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04
Settlement
Settlement instructions raised, managed, and confirmed in one blotter.
Inside the platform
Designed for how your clients actually work
Modular features built to adapt to your clients' workflows.
dashboard
Daily workflows at a glance
A dashboard view that opens on what needs doing: payments awaiting confirmation, settlement exceptions, positions settling today and saved drafts — each one a click from the screen that resolves it. Opens exactly where the user left off across devices and trading days.
Actionable counts, not vanity metrics
Exceptions and upcoming maturities surfaced early
Configured per client segment and entitlement
trading
Multi-instrument, multi-asset trading
One workspace for the whole client relationship: Price and execute across FX, fixed income, and equities — priced by the same engine and settled through the same back office.
Surfacing pricing history and client context at the moment of quote delivers a +30% uplift in trade win rates.
FX Spot, Forward, Swap, Time options and NDFs
Single, multi-leg and Algo orders
Money markets and fixed income for idle balances
payments
Simplified payment workflows
Guided, low-friction payment screens for less sophisticated clients — with the same robust pricing engine and controls behind them. Fewer steps, fewer errors, faster confirmation.
Live pricing embedded in the payment flow
Beneficiary and value-date validation
Straight-through to settlement instructions
confirmations
Post-trade & settlement
Confirmations are generated the moment a trade fills. Operations teams manage exceptions in a single blotter, with a clear status on every ticket. This automation eliminates the manual rekeying that causes 99% of settlement breaks.
Automated trade & payment confirmations
One-click settlement detail assignment
Exception-based operations blotter
Settlement
Settlement instruction management
Create, upload and manage the payment details that move funds from one foreign currency account into another - captured once and reused on every subsequent trade. With a single data spine across trade and post-trade, you can ship new workflows in weeks, not quarters.
Create or upload new settlement instructions
4-eyes review and approval process for managers
Set preferred instructions for automatic reuse
Modular by design
Configure the platform to your bank
Every capability is a module. Deploy the ones you need today and switch on the rest as your offering matures — no re-platforming.
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+30%
Pricing engine
Streaming & request
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+30%
Execution
Click, RFQ, orders
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+30%
Workspaces
Per client segment
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+30%
Payments
Simplified payment flows
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+30%
Confirmations
Trade and payments
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+30%
Settlement
Per client segment
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+30%
Secure by design
SSO, granular entitlements and full audit trails across every user, trade and instruction.
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+30%
Compliance-ready
Pre- and post-trade controls, best-execution records and reporting hooks built in.
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+30%
Fits your stack
Deploy on-premise or in your cloud, with APIs into your pricing, credit and settlement systems.
Get in touch
See the platform configured to your bank
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Trusted by industry leaders