Intuitive, powerful, automated.
Multi-Dimensional Fee & Commission Client Set up
Documentation and Compliance
Maker-Checker Flows (Onboarding, Risk, Compliance, Treasury)
Digital Onboarding -
Individual & Corporate
FEATURES & BENEFITS
• Configurable and Adaptable.
• ISV Trading Systems: CQG, TT, Stellar
• Backoffice: GMI/ Eclipse/ R&N/ ION
• Brokers: ADM/ FCStone/ Macquarie/
GHF/ EDF/ SocGen/ Marex/ RJO
• Scaleable, High performance, Secured.
• Multi-threaded, distributed architecture.
• Minutes not Hours.
• Multi-dimensional Fee and Commission management -Exchanges, Asset Classes, Currencies, Contracts
• Client and Manager portals
• Self-service data browsing
• Data downloads
• Insightful graphical analytics - Product PnL, Drawdowns, Time series
• PDF Statements
• Precision instant reconciliations - Trades, NLV, Positions, Fees/Commissions.
• Highly automated - improving white collar productivity and overall accuracy and system confidence.
• Risk Limits
• Market Data Entitlement System
• Fully Digitised Client Onboarding
• Self service Client Portal
• Flexible Content Management
• 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
• FIX® Protocol
• REST API
• CSV, TXT, XML or API
• CRM - Hubspot
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