Front Office Automation
Automate lending and borrowing workflows with configurable rules for trade intake, pricing, locates, rerates, availability management, and execution, enabling trading teams to focus on higher-value decisions.
Workflow Automation
Automate the full trade lifecycle, from pre-trade to post-trade and beyond.
Securities finance teams rely on multiple workflows across pre-trade, trading, books and records, fully paid lending, settlement, collateral, and regulatory compliance. Equilend brings these workflows together in one connected ecosystem, reducing manual processes, increasing automation, and improving operational efficiency across the entire trade lifecycle, while also integrating seamlessly with each client's books and records platform.
Solutions
Discover our Workflow Automation solutions
Workflow complexity
Every securities finance transaction depends on a series of connected workflows. From pre-trade readiness, through trade execution, multiple post-trade processes, and regulatory compliance, teams often rely on disconnected systems and manual processes that create operational risk, increase costs, and limit scalability.
A connected automation framework
Equilend's Workflow Automation solutions connect these processes within a single ecosystem, enabling firms to automate routine tasks, improve operational efficiency, reduce risk, and maintain complete visibility across the trade lifecycle. Whether you're optimising front-office workflows, modernising operations, expanding fully paid lending, or streamlining post-trade processing, each solution is designed to work independently or as part of a connected operating model.
Spire
A modular securities finance platform that connects trading, books and records, inventory, collateral, billing, cash reinvestment, compliance, and repo workflows within one scalable operating environment.
Fully Paid Lending
A front-to-back platform that aggregates fully paid retail assets, schedules them to the market, and manages the full securities lending lifecycle.
Post-Trade & Regulatory Solution
Streamline pre-trade and post-trade processing with efficient onboarding, automated reconciliation, trade lifecycle management, settlement and collateral workflows, and regulatory compliance including SFTR reporting, 10c-1a reporting, and Agency Lender Disclosure (ALD).
See how Workflow Automation connects the entire trade lifecycle
Onboarding Trade Execution Regulatory Compliance Front Office Automation Lending &
Borrowing Execution
Automation Pricing &
Availability Real-time
Insights Post-trade and Regulatory Onboarding Reconciliation Settlement & Collateral Management Trade Lifecycle Management Regulatory
Compliance
Borrowing Execution
Automation Pricing &
Availability Real-time
Insights Post-trade and Regulatory Onboarding Reconciliation Settlement & Collateral Management Trade Lifecycle Management Regulatory
Compliance
- SFTR Reporting
- 10c-1a Reporting
- ALD
4.1T
Transactions processed per day
25,000+
Automated Returns and Recalls processed per day
90%+
Cash reinvestment trades automated
Trusted by leading financial institutions worldwide
- NEXVIO
- STARFORGE
- VOLTIFY
- QUARTIX
- PRISMLAB
- HUMANLY
Related insights & resources
Data & Insights April 21, 2026
The Purple
In The Purple Issue 22, Equilend Data & Analytics shows exactly where that revenue came from, across regions, asset classes, sectors and real-time demand. This is the same data firms use to track positioning, spot opportunities and react faster to market shifts.
Data & Insights January 22, 2026
2025: The Year AI Reshaped the Lending Landscape
2025 was a defining year for AI-linked equities. Markets aggressively rewarded companies positioned across the entire value chain, from compute infrastructure and semiconductors to enterprise services and quantum technology.
Data & Insights January 22, 2026
2025 Year in Review: What Drove a Record-Breaking Year for Securities Lending Revenue?
The curtain has closed on 2025 — and what a year it was for global securities finance.
Find the right solution
Frequently asked questions
What is the difference between Post-Trade & Regulatory and Front Office Automation?
Post-Trade & Regulatory covers onboarding, reconciliation, trade lifecycle processes, settlement and collateral management, and regulatory compliance for SFTR, 10c-1a, and ALD. Front Office Automation covers trade intake, pricing, locates, and rerates for lending and borrowing desks. Many firms use both.
Which workflow automation solution is right for my firm type?
Agent lenders and beneficial owners usually start with front-office automation and post-trade reconciliation. Broker-dealers and prime brokers focus on borrowing automation, locates, and settlement. If you're not sure, tell us your client type on the Who We Serve page.
What is Spire?
Spire provides an integrated solution for trading, books and records, billing, and cash reinvestment. Built specifically for the securities finance market, Spire streamlines front-to-back workflows, automates manual processes, and connects seamlessly with the broader Equilend ecosystem, helping firms improve operational efficiency, reduce complexity, and scale with confidence.
What is the benefit of Fully Paid Lending?
Fully Paid Lending enables firms to generate a recurring revenue stream from existing client assets while giving investors the opportunity to earn additional income on securities they already own. With automated inventory management, compliance, loan allocation, and reporting, firms can launch and scale lending programmes efficiently, increase asset utilisation, and enhance the client experience without adding operational complexity.
How do Workflow Automation solutions help with the move to T+1 settlement?
The EU, UK, and Switzerland move to T+1 settlement in October 2027, leaving firms up to 83% less time to resolve settlement fails. Workflow Automation covers the highest-risk steps, including pre-matching and fails management, recalls and returns, and SSI accuracy, so breaks are caught before they become penalties.
How can front office automation improve securities lending and borrowing workflows?
Front Office Automation helps firms automate repetitive trading tasks such as trade intake, pricing, locates, rerates, availability management, and execution using configurable business rules. By reducing manual intervention, trading teams can respond to market opportunities faster, improve operational efficiency, and focus on higher-value trading decisions.
Connecting
Securities Finance
Stay ahead of the ever-changing securities and finance landscape with expert insights, market trends, and timely updates designed to help you make smarter financial decisions with confidence.