Front Office Automation for faster, smarter securities finance

AutoLend automates inbound borrow requests for lending desks by centralising demand, applying configurable rules, checking availability and pricing, and either executing eligible trades or routing exceptions for trader review. By combining automation with trader-defined controls, firms can respond faster to lending opportunities, reduce manual effort, improve workflow efficiency, and maintain oversight across their lending activity.

SmartBorrow automates borrower-side workflows by identifying short positions, generating and routing borrow requests, negotiating rates, and executing confirmed trades based on trader-defined rules. By combining configurable decision logic, counterparty routing, market data, and straight-through processing, firms can reduce manual effort, improve response times, optimise borrowing costs, and maintain oversight across their borrowing activity.

Rate Optimizer automates trade re-rating by identifying underperforming trades, recommending optimised rates using market data and configurable rules, and executing re-rate workflows based on trader-defined controls. By combining real-time rate intelligence, historical analytics, and automated proposal, counter, and acceptance logic, firms can reduce manual effort, respond faster to market changes, improve profitability, and maintain oversight across their lending book.

Pricing Engine powers automated pricing decisions by integrating market data, firm-specific benchmarks, and configurable rules to generate indicative rates in real time. By supporting trader-defined pricing logic across lending and borrowing workflows, firms can respond faster to market conditions, improve pricing consistency, support trade automation, and maintain transparency into the data and assumptions behind each rate.

Push Lists automates targeted availability distribution by enabling trading desks to create, schedule, and deliver tailored inventory lists to counterparties based on configurable filters, counterparty preferences, and preferred delivery methods. By combining live availability, dynamic filtering, flexible scheduling, and full trader control, firms can improve inventory visibility, reduce manual effort, respond faster to borrower demand, and place lendable inventory where it is most likely to generate opportunity.

Trade Lifecycle brings trade entry, blotter management, trade maintenance, and analytics into a single front-office workflow. Desks can capture trades, manage open loans and borrows, take in-blotter actions such as re-rates, recalls, returns, and partial fills, and analyse live or historical activity through configurable views and dynamic reporting. By centralising execution, lifecycle management, and decision support, firms can reduce manual effort, improve visibility, and manage trading activity with greater speed, accuracy, and control.