SALES TRADER
High-performance execution with built-in sales desk controls
Empower your sales dealers to quote, margin, and execute on behalf of clients in real time. Combine multi-asset institutional trading depth with live price intervention, dynamic markup controls, and automated post-trade workflows, all in one unified workstation.
Trusted by industry leaders
Why choose sales trader?
The speed of a trading terminal with the control a sales desk demands
Sales dealers get the exact same multi-asset coverage, liquidity, and speed as the main trading desk, enhanced with real-time client intervention, margin adjustment, and Trade-on-Behalf-of (TOBO) capabilities.
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Consolidated sales workspace
Every asset class, instrument, and client account in a single interface. Access tiles, tickets, blotters, and client search under one login and a single audit trail.
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Institutional instrument depth
Execute FX, money markets, and derivatives with complete structural depth—spots, forwards, swaps, NDFs, deposits, and multi-leg structures.
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Live margin & spread controls
Capture yield on every trade. Add, adjust, or remove client margin to the pip in real time—with automated guardrails or manual intervention on complex orders.
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Seamless Trade-On-Behalf-Of (TOBO)
Instantly switch context to any client account with their exact credit limits, entitlements, and tier pricing automatically applied.
full coverage
The complete product universe your sales desk trades
Trade any instrument through streaming tiles or launchable tickets, backed by automated settlement detail assignment and unified lifecycle tracking
Inside the platform
Built for sales desk performance, relationship speed, and revenue optimisation
Modular features engineered to accelerate client response times, optimise markup, and eliminate operational friction.
Trade on behalf of
Price and execute for clients live on the phone
Pull up any client account, verify entitlements, and generate executable rates while on a live call. Apply client-specific markup across spot rates or forward points, then lock in execution instantly on their behalf.
Instant client account search with pre-loaded credit and entitlements
Independent margin adjustments on spot, forward points, and swap points
Real-time quote generation and immediate trade execution
Direct flow-through to dealer and client blotters
margin controls
Dynamic client pricing with zero latency
Adjust client margin on the fly directly from the trading tile. Pricing adjustments stream instantly to downstream client feeds without spawning extra tickets or requiring manual republishing.
Live margin adjustments per client tier, currency pair or tenor
Instant streaming updates to downstream client pricing channels
Complete visibility across base spread, desk margin, and manual markups
Full audit trail for every price adjustment and dealer attribution
intervention
Intercept and optimise complex client flows
Set automated routing rules by size, product, tenor, or client tier to step into trades before they execute. Override rates, adjust margin, requote, or reject orders while maintaining complete risk oversight.
Manual price overrides and one-click requote options
Rule-based routing engine to filter high-value or complex trades
Dedicated dealer queue with visual time-to-respond tracking
Delivers a human-checked price without stalling the workflow
command line
Type the trade in plain dealer shorthand
Bypass manual form fills. Use keyboard-driven dealer syntax to parse trade parameters, load client profiles, and build tickets in seconds—maximizing focus on client calls and fast execution.
Fast client lookup and keyboard navigation shortcuts
Paste text prompts directly from client chats or messaging terminals
Instant syntax validation with real-time trade preview
Launch, price, and execute trades in a fraction of the time
Block Trading
Multi-client allocation and large-order execution
Work bulk orders across multiple client accounts simultaneously. Structuring multi-leg orders and splitting post-trade allocations is handled seamlessly from a single launchable window.
Bulk trade execution across multiple client accounts
Pre-trade and post-trade allocation management
Integrated settlement detail assignment and multi-leg ticket validation
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Entitlements & risk limits
SSO integration, role-based desk entitlements, automated credit checks, and complete immutable action logs.
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Audited discretion
Every margin tweak, price override, and post-trade allocation is timestamped and attributed to the specific dealer for full regulatory compliance.
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Fits your stack
Deploy on-premise or in your cloud, with seamless API connectivity into pricing engines, credit, CRM, risk, and settlement systems.
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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TOBO margin controls
Per-client margin, stream live
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Entitlements and limits
Credit & dealer ceilings
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Block trading
Multi-trade price & execute
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Post-trade actions
Amend, roll, take-up, allocate
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Orders
Single, multi-leg, algo
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Intervention
Dealer price override
Get in touch
See the platform configured to your bank
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Trusted by industry leaders