Trading and portfolio management to make better decisions
Facing lower returns, the front office is severely pressed to cut costs, boost performance, comply with ever-increasing regulatory requirements, and deliver exceptional client service. Meanwhile, businesses must be able to add products quickly and support new product types like carbon trading in the burgeoning ESG arena, while managing flow products efficiently.
Volatility spikes (pandemic effects, central bank interventions, geopolitical events) exacerbate challenges – highlighting the importance of agile infrastructures and integrated solutions so firms can implement changes swiftly.
To achieve trading and portfolio management objectives and gain competitive advantage, firms need to fortify their front offices by adopting:
- Tighter integration: front-to-back
- A data-driven approach
- A single source of truth
- Trading modernization through digital transformation
We provide sell-side and buy-side firms with an all-in-one sales and trading platform covering their specific needs via our Front Office and Portfolio Management Workstations.
Our comprehensive cross-asset coverage of cash and derivatives products includes FX; Money markets; Fixed income; Securities finance; Interest-rate derivatives; Structured finance; Credit derivatives; Equities; Commodities; Synthetic financing.
With our front-to-back integrated platform, you have instant access to all the pre-trade information you need to optimize resource allocation, i.e.: capital, collateral inventory, liquidity, all XVA flavors, and cleared and uncleared margins. And we deliver real-time risk and position data (IBOR) that bridges trading and portfolio management activities.
Our Workstations deliver:
- Real-time desk risk, positions, and market data
- Comprehensive real-time analytics
- Interactive, configurable dashboards to efficiently manage intraday risk and valuation
Our solution provides a consistent cross-asset workspace that enables you to make highly informed, rapid decisions and optimize your trading risk profiles and/or portfolio risk guidelines.
Front Office WorkstationWith the Workstation’s extensive capabilities, you can easily explain and decompose your trading activity all in real time.
Our best-in-class sales and trading platform offers the real-time analytics and comprehensive market and risk data you need. With our dashboards and tools, you can consistently monitor and manage your cross-asset portfolio of cash and derivatives products.
- Access real-time data and advanced analytics to enhance decision making
- Configure or customize pricers to manage exotic and highly structured trades
- Simulate trading strategies and structures in the what-if sandbox
- Rely upon transparent pre-trade limit and compliance checks
- Book trades in a few clicks via predefined templates
- Monitor live positions, risk, and P&L using dashboards per asset class and user profile
Portfolio WorkstationThe Workstation integrates with our multi-asset trading, risk, and collateral solutions, and you can leverage our centralized solution for compliance checks and connection to third-party platforms.
With our consolidated, transparent view of portfolio and fund activities across investment functions, you gain scalability, efficiency, confidence, and TCO optimization. Our integrated command center delivers:
- Real-time portfolio insights
- Instant order generation
- Centralized enterprise-wide transaction, position, return, and risk data
- View aggregated investment information across multiple portfolios
- Take immediate actions on position sizing/vetting via pre-trade compliance and analytics
- Sandbox what-ifs for single orders and bulk rebalancing
- Save/confirm decisions as orders or trades
- Assess portfolio risk in real-time
- Support intraday trading activity with cash inflows, redemptions, corporate actions, and third-party market data
- Generate an investment book of record (IBOR) to share across the firm
- Deliver best-practices client service enhanced with e-Portal channel capabilities
Benefits for You
Fast analytics, better decisions
Our configurable, interactive desk/portfolio-level customizable dashboards enable you to operate strategically and efficiently. We provide you with essential views including market data, live risk P&L, pricing, trade entry, risk and scenario analysis, centralized apps, and up-to-date position monitoring and marking.
End-to-end front-office digitization
Through technology, data, and analytics, we enable you to transform how you manage your processes and serve your clients. Our low-touch/no-touch digital channels (e-Portals) allow your clients to self-serve, efficiently helping you to scale revenue and increase market share.
Single source of truth
Our data-driven solution is architected to ensure that all trading, market, pricing, sensitivity, and risk data inputs are fit for purpose and used consistently throughout all trading and investment processes.
Strong risk management
With access to real-time information, drilldown to trusted data, seamless processing, and user-friendly dashboarding and visibility. you can easily manage to your limits, P&L risk, and/or portfolio guidelines.
Designed to interface seamlessly with your middle- and back-office (post-trade) functions, our solution enables you to leverage the single source of truth to achieve accuracy, efficiency, and auditability.
With our front-office and portfolio workstations, you can rely upon vetted shared data for confident, compliant intraday activity. This strong, transparent data foundation enables reliable client and regulatory reporting, strengthens efficient compliance, and empowers strong defense of audits and examinations.
Capital Markets Solutions
"It was an informative and compact training program. Ram covered all the areas of the course brilliantly. Also had the opportunity to discuss queries on the go, those were answered promptly.
All the topics were just great, I found it all right. I am sure the practice sessions in training would help the team put them to use in future projects"
“Despite having spent quite a few years as a Calypso developer, I still got a lot out of this training. It was enlightening and helped us delve deeper into some exciting details about Calypso. I would like to emphasize the excellent didactics with practical and objective exercises. Undoubtedly, I improved my analytical perception of operations and lifecycles. The Getting Started with Calypso module definitely provides a satisfactory roadmap.”
“What an amazing week it was! The course covered an introduction to Calypso architecture, and dived into details of static data setup, workflow, and trade lifecycles, including pricing environments. I would like to express my thanks to everybody from Adenza for this opportunity and teaching me a lot of important things for my work routine.”
“The training was enriching and a very well designed program. There was a new theme each day, with a series of exercise adapted to each theme. The trainers Nima and Dominic were professional and attentive. They gave ample amount of time to each participant. They provided a simple explanation, illustrated with examples in calypso. The quiz at the end of each day, was helpful to test our skills ‘’
Financial market capabilities continue to evolve, requiring agile, cloud ready, digital offerings supporting cross-asset and front-to-back solutions. Our global partnership with Adenza leverages our complementary strengths to deliver world class offerings. Adenza’s software suite coupled with Wipro’s advisory and delivery capability accelerates our clients’ transformation journeys to improve front office, post-trade and risk management capabilities, with reduced TCO and superior customer experience. This partnership underscores our commitment to provide scaled up end-to-end propositions to our joint clients within financial services.
NOA is the implementation partner for Calypso in South Korea for more than 18 years. NOA has helped clients transform and manage their front to back operations, risk, collateral and treasury management using the Calypso platform. Our strong partnership has enabled us to build a Calypso practice of over 30 practitioners and we are continuously investing in our Calypso practice’s capabilities to address our client’s evolving needs