Senfino simplifies and improves every step of trade management across asset classes by offering task-oriented, modular software for trade capture, position management, post-trade event processing, confirmation, downstream integration and regulatory compliance.

Unlike its competition, Senfino is architected to avoid cumbersome, multi-year replacements by providing components that are easy to customize, integrate, and deploy to a wide variety of clouds and platforms.

Multi-Asset Trade Management Solution

Senfino simplifies your trade capture across electronic and voice executions, defaults the trade details so you capture it right at the point of entry, routes the trade through its workflow, and supports exception management for quick resolutions.

Cross-product trade management
Cross-product trade management
Configurable trade workflow
Configurable trade workflow
Easy integration with in-house and vendor systems
Easy integration with in-house and vendor systems
Built-in regulatory compliance support
Built-in regulatory compliance support
Focused exception management
Focused exception management
Customizable and white-labeled for your needs
Customizable and white-labeled for your needs

Rapid Installation = Quicker Go-To-Market

Rapid Installation
=
Quicker Go-To-Market

Modular Design

Our approach allows clients to rapidly install and integrate Trade Management with their existing in-house or third party systems at a fraction of the cost and man-hours it takes for other solutions.

Modular Design
Modular Design

Solving Key
Industry Challenges

Redundant manual processes increase operational costs
Multiple Legacy Systems with dissimilar messaging formats
Disjointed trade flow leads to uncoordinated exception management

Solving Key
Industry Challenges

Redundant manual processes increase operational costs
Multiple Legacy Systems with dissimilar messaging formats
Disjointed trade flow leads to uncoordinated exception management

Trade Management Technical Overview

Senfino Trade Management Soundtrack

Key Benefits

  • Asset Logical Trade Model based workflow (Futures, Bonds, Repo, IRS, CDS, FX, FX Derivatives, Equities)
  • Middle Office workstations is a one-stop-shop to view all trade activity, action lifecycle or post-trade events and monitor for exceptions.
  • Kinetix provides calculators for fees, commissions, etc. to enrich the trade data.
  • Kinetix interfaces with custodians for trade confirmations
  • Kinetix processes trades from in-house and vendor platforms across voice and electronic executions; maintains history of actions from inception throught maturity.
  • Kinetix generates MIS to track reporting timeliness and volumes
  • Integrates with in-house analytics services
  • Electronic and API based Trade Capture

Client Success Stories

The Challenge

A global financial institution wanted to decommission a 25-year-old legacy – the bonds and futures trade management system that they had deployed across their Us and Asian trade desks

The Solution

We implemented our Trade Management system and integrated over 20 straight-through processing feeds from major gateways, ECNs, settlement systems, and allocation and processing engines, including Bloomberg TOMS and the bank’s enterprise-wide pricing system. Our solution also helped them meet the MiFID II industry requirements and was seamlessly integrated.

The Result

Our implemented Trade Management product standardized their operating model across products and regions and allowed them to reduce their annual operating expenses by $5M

The Challenge

A global financial institution wanted to decommission a 25-year-old legacy – the bonds and futures trade management system that they had deployed across their Us and Asian trade desks

The Solution

We implemented our Trade Management system and integrated over 20 straight-through processing feeds from major gateways, ECNs, settlement systems, and allocation and processing engines, including Bloomberg TOMS and the bank’s enterprise-wide pricing system. Our solution also helped them meet the MiFID II industry requirements and was seamlessly integrated.

The Result

Our implemented Trade Management product standardized their operating model across products and regions and allowed them to reduce their annual operating expenses by $5M

The Challenge

Multiple departments within a major hedge fund were referring to multiple Excel tables and affirmation platforms to confirm their trades.

The Solution

We created a unified trade affirmation/confirmation view across futures, bonds, and OTC derivatives for our client. We also provided exception GUI with middle-office functionality and a rich MIS toolkit to evaluate volumes and operational productivity, and full connectivity with MarketWire, ICE Link, DTCC, OASYS, and multiple futures prime brokers.

The Result

Our client saw a 41% decrease in tech spend and processing costs by reducing their vendor license costs and eliminating their Excel-based exception monitoring.

Client Success Stories

The Challenge

A global financial institution wanted to decommission a 25-year-old legacy – the bonds and futures trade management system that they had deployed across their Us and Asian trade desks

The Solution

We implemented our Trade Management system and integrated over 20 straight-through processing feeds from major gateways, ECNs, settlement systems, and allocation and processing engines, including Bloomberg TOMS and the bank’s enterprise-wide pricing system. Our solution also helped them meet the MiFID II industry requirements and was seamlessly integrated.

The Result

Our implemented Trade Management product standardized their operating model across products and regions and allowed them to reduce their annual operating expenses by $5M

The Challenge

A global financial institution wanted to decommission a 25-year-old legacy – the bonds and futures trade management system that they had deployed across their Us and Asian trade desks

The Solution

We implemented our Trade Management system and integrated over 20 straight-through processing feeds from major gateways, ECNs, settlement systems, and allocation and processing engines, including Bloomberg TOMS and the bank’s enterprise-wide pricing system. Our solution also helped them meet the MiFID II industry requirements and was seamlessly integrated.

The Result

Our implemented Trade Management product standardized their operating model across products and regions and allowed them to reduce their annual operating expenses by $5M

The Challenge

A global financial institution wanted to decommission a 25-year-old legacy – the bonds and futures trade management system that they had deployed across their Us and Asian trade desks

The Solution

We implemented our Trade Management system and integrated over 20 straight-through processing feeds from major gateways, ECNs, settlement systems, and allocation and processing engines, including Bloomberg TOMS and the bank’s enterprise-wide pricing system. Our solution also helped them meet the MiFID II industry requirements and was seamlessly integrated.

The Result

Our implemented Trade Management product standardized their operating model across products and regions and allowed them to reduce their annual operating expenses by $5M

Start Using
Senfino Trade Management

Senfino Trade Management Screenshot

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