Post-trade Platform

The business case

Cut manual payment and trade processing effort by hundreds of hours

Is your post-trade team meeting the demands of modern markets?
Delays, bottlenecks and errors erode client trust and hit the bottom line. Streamlined workspaces and workflow automation eliminate these issues, delivering faster, smarter settlement processes that minimise risk and give your bank a competitive edge—all while offering instant scalability without increasing headcount.

Process trades seamlessly

Streamline confirmations and accelerate settlement to eliminate delays, boost cash flow and cut costs

Strengthen risk management

Minimise errors and costly corrections, reduce failures and proactively minimise compliance risks

Consistent client experiences

Smoother, faster post-trade processes directly impact the client experience, driving loyalty and long-term value

Increase capacity for growth

Free resources from manual tasks to scale and handle more trades without needing additional headcount

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?

Are your post-trade operations teams stuck in the past? Manual processes and outdated approaches are slowing post-trade teams down, making it harder to scale, meet client demands and avoid unnecessary risks?

Workarounds increase costs

Are spreadsheets and manual processes still the norm? Time-consuming workarounds drive up operational costs and leave teams stretched thin

Tech causing a bottleneck

Are your tools outdated and patchwork? Systems that haven’t evolved create inefficiencies, frustrate teams and limit your ability to grow and compete

Rigid, inflexible systems

Does your tech stack force your to adapt to workflows that aren’t fit for purpose? Non-customisable systems make it hard to respond to specific business needs

Scaling feels like a pipe-dream

Do new opportunities always come at a cost? Growth shouldn’t mean new hires, and expanding into new products or regions shouldn’t require a tech overhaul...

Integration pain points

Do your systems resist change? Poorly integrated or cobbled-together technology causes delays, increases errors and makes progress painful

Deployments that drag on

Is getting new solutions live a lengthy process? Slow deployments mean missed opportunities to improve client service and efficiency

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 post-trade operations teams will value from the first interaction—workspaces that have an immediate impact..

Say goodbye to costly rebuilds—this is a smarter, faster way to stay ahead.

Book a demo

Deploy faster, redefine post-trade

Rapidly modernise your function with proven technology that shortens development cycles and cuts costs. Tailor workflows and tools to your needs without the time or expense of building from scratch.

Adapt and scale with ease

Our modular platform grows with you—quickly add new workflows, asset classes or features without disruption. Built for institutional scalability, it helps you stay ahead of client expectations and regulatory demands.

Integrate seamlessly, operate smoothly

Interoperable by design, our APIs and pre-built adaptors connect to existing infrastructure, creating a unified workspace. Simplify operations and eliminate silos, so your team can focus on efficiency and accuracy.

Deliver user-centric experiences

Provide tools that simplify workflows and eliminate bottlenecks. Customisable layouts meet operational needs and deliver a consistent and reliable experience for internal teams, clients and counterparties.

What to expect

Workspaces for exceptional user experiences

Intelligent design creates intuitive experiences that deliver immediate impact for your post-trade operations teams. We’re all about driving action without distraction.

Customer dashboards

Featuring settlement reminders, tailored news and research

Settlement automation

Define and apply standard and custom settlement instructions

Netting trades

Combine multiple trades into single settlements for greater efficiency

Accuity integration

Reduce settlement risk and errors through integration with Accuity

Settlement management

Easily submit, edit and approve new settlement instructions

Invoice tools

View and download invoices directly from the platform

Mobile companion app

Trading made mobile

Allow your clients 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.

Want to know more?

Book a meeting to get started

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

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

Post-trade operations

Power up your operations