Sales Trading Platform

The business case

One workspace. Equip your sales traders with the right apps and tools.

Do your sales traders have the right tools at their fingertips to perform at their best. Imagine equipping them with the same advanced trading tools your clients rely on—tailored specifically to their workflows. One seamless workspace that allows them to react faster, personalise client interactions and deliver the kind of value that sets your bank apart.

Serve more clients, faster

Everything in one view cuts time switching between tabs and apps, reducing errors and boosting productivity.

From client-first to people-first

Put client-grade trading tools into the hands of your team for consistent trading experiences and results.

Maximise client life-time value

Less time on routine tasks means more time to build stronger relationships and deliver real value to clients.

Stay proactive, drive results

Deep real-time client insights and trade histories enable timely, personalised outreach that builds greater loyalty.

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Are your sales traders limited by outdated technology that is no longer fit for purpose? Subpar workflows and clunky interfaces slow your team down, making it harder to serve clients effectively and stay competitive.

Tech partner is a bottleneck

Is your technology partner keeping pace? A lack of innovation and responsiveness can stifle your ability to adapt to evolving market demands and client needs.

Rigid interfaces that don’t adapt

Does your platform fail to meet your sales traders needs? Static, cookie-cutter systems struggle to deliver personalised, high-value client interactions.

Slow deployment times

Is it taking too long to deploy new solutions? This could mean missed opportunities to strengthen relationships, drive client activity and grow volumes.

High operational costs

Are outdated and disconnected systems driving up operational costs? Unsuitable tools waste valuable time and make it hard to service your clients properly.

Scaling feels impossible

Is your platform unable to grow with you? Adding new features, workflows or asset classes feels like a complete rebuild rather than the next release.

Integration headaches

Does connecting new tools to existing tech cause delays and headaches? Complex, poorly integrated systems create friction instead of progress.

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 trading desks 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, drive sales growth

Accelerate your time to value with technology that reduces development cycles, and gets your team selling faster. Create tailored tools and workflows without the delays or expenses of a full rebuild.

Adapt and scale with confidence

Modular platform evolves with your sales goals—whether adding asset classes, workflows or functionality. With institutional scalability, you can stay competitive in the face of change.

Integrate seamlessly, sell more

Interoperable by design, APIs and pre-built adaptors integrate with other systems to provide users with a unified workspace, letting users focus on clients not technology hurdles.

Deliver customised user experiences

Deliver tools that streamline workflows and enhance client interactions. Customisable layouts align with trading desk processes for faster deal execution and improved pipeline management.

What to expect

Trading workspaces for exceptional user experiences

Intelligent design creates intuitive experiences that deliver immediate impact for your sales teams.

We’re all about driving action without distraction.

Instant client access

Quickly search and select clients with an intuitive rapid search tool, ensuring smooth client interactions and faster response times.

Trade management

Streamlined pricing workflows and on-behalf-of execution. Handle essential actions like such as allocations, rollovers, and early take-up.

Client insights

Access detailed client margins and profitability on a trade-by-trade basis. A complete view of each client with CRM data, KYC and credit status.

Manual pricing tools

Handle RFQ requests with a dedicated manual pricing tool.

Limit orders & strategies

Robust tools for monitoring, managing and executing Limit Order, Order and other trade instructions in real-time and with maximum efficiency.

Multi-asset trading

Seamless trading across multiple asset classes and products providing the flexibility to manage diverse portfolios in a single workspace.

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

Sales desks

Power up your front-office