Cloud-native Software-as-a-Service

POST TRADE PROCESSING
TRADE SETTLEMENT
CLIENT LIFE-CYCLE

Intuitive, powerful, automated.

AUTOMATED

We help you & your clients be more productive

Sub-FCMs, Brokers, Trading Arcades, Prop Shops

Multi-Dimensional Fee & Commission Client Set up

Documentation and Compliance

Maker-Checker Flows (Onboarding, Risk, Compliance, Treasury)

Automated Reconciliations

Traders, Clients

Digital Onboarding -
Individual & Corporate

Risk Analytics

Client Portal

Security

Alerts

Performance Insights

FEATURES & BENEFITS

"Broker in a Box"
What you get with Clearisk

Data Input

• Configurable and Adaptable.
• ISV Trading Systems: CQG, TT, Stellar
• Backoffice: GMI/ Eclipse/ R&N/ ION
• Brokers: ADM/ FCStone/ Macquarie/
GHF/ EDF/ SocGen/ Marex/ RJO

Set up & Processing

• Scaleable, High performance, Secured.
• Multi-threaded, distributed architecture.
• Minutes not Hours.
• Multi-dimensional Fee and Commission management -Exchanges, Asset Classes, Currencies, Contracts

Reporting & analytics

• Client and Manager portals
• Self-service data browsing
• Data downloads
• Insightful graphical analytics - Product PnL, Drawdowns, Time series
• PDF Statements

Reconciliations

• Precision instant reconciliations - Trades, NLV, Positions, Fees/Commissions.
• Highly automated - improving white collar productivity and overall accuracy and system confidence.

Client Management

Client Onboarding

• Treasury
• Compliance
• Risk Limits
• Market Data Entitlement System

X

Onboarding Features

• Fully Digitised Client Onboarding
• Self service Client Portal
• Flexible Content Management
• CIP
• AML / KYC / Experience field management
• AML / KYC /Experience Scoring
• Score Versioning
• CDD / SDD / EDD Management
• Integrated Legal Documentation / Terms and Agreement Functionality
• Legal Terms Versioning
• Client Document Management
• Client Document Expiry / Renewal Alerts / Escalations
• Event Triggers - Emails/Files/API/CRM
• Client Management Workflow Team Lanes / Assignments
• Country Risk Management
• Regulatory Reporting Identification Priorities
• Banking SSI Management
• Multi Factor Client Authentication

Integrations

• FIX® Protocol
• REST API
• CSV, TXT, XML or API
• CRM - Hubspot

About Clearisk

Clearisk is founded by F&O professionals running, operating and clearing the big exchanges and broking firms from Chicago to London over the past 25 years.

Clearisk provide out of the box solutions for trade processing and client management that ensure fast time to launch, high organisational efficiency, and a dramatic reduction in technical complexity.

Simple, effective and powerful. Clearisk is purpose built to remove key operational and technological barriers faced by all types of brokers

REQUEST DEMO

Clearisk allows you to focus on your business.

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Clearisk | Singapore Office
The Great Room
3, #17/18 Temasek Ave,
Centennial Tower,
Singapore 039190

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