FEATURE DEEP DIVE
CLEARISK.Plus+
A suite of operational workflow applications extending the core platform into market data, banking, vendor, entitlement, ticketing, and people processes.
Replace fragmented operational trackers and manual processes with auditable workflows across market data, banking, vendors, entitlements, ticketing, and support.
Explore the feature
Market Data Management
Control the market-data lifecycle from entitlement policy and user declaration through reconciliation, allocation, and billing.
CLEARISK.Plus+
Summary
Control the market-data lifecycle from entitlement policy and user declaration through reconciliation, allocation, and billing.
Content
Entitlements, usage, billing, cost allocation, reconciliation
Brokerage Schedule Management
Maintain flexible client and counterparty rate schedules with scope, effective dates, and approval history.
CLEARISK.Plus+
Summary
Maintain flexible client and counterparty rate schedules with scope, effective dates, and approval history.
Content
Tiering, minimums, maker-checker, scope logic
Platform Entitlement Management
Define and govern access to platforms, applications, and services with traceable approvals and billing links.
CLEARISK.Plus+
Summary
Define and govern access to platforms, applications, and services with traceable approvals and billing links.
Content
Requests, approvals, charges, de-provisioning
Automated Brokerage Calculation
Calculate brokerage and platform charges consistently from captured activity and controlled schedules.
CLEARISK.Plus+
Summary
Calculate brokerage and platform charges consistently from captured activity and controlled schedules.
Content
Per-contract, value-based, tiered, minimum, recurring charges
Revenue Reconciliation & Leakage
Compare expected brokerage revenue with booked, invoiced, and received amounts.
CLEARISK.Plus+
Summary
Compare expected brokerage revenue with booked, invoiced, and received amounts.
Content
Leakage, ageing, root cause, missing charges, invoice match
Banking & Treasury Workflows
Standardize sensitive banking processes such as SSI maintenance, withdrawal requests, and payment approvals.
CLEARISK.Plus+
Summary
Standardize sensitive banking processes such as SSI maintenance, withdrawal requests, and payment approvals.
Content
SSI, dual control, payment evidence, approvals
Risk Limits Management
Workflow automation around Trading Risk Limit Lifecycles. From Client requests, approval and automated Create/Update flows into trading systems. Providing critical delivery and expiry risk insights.
CLEARISK.Plus+
Summary
Workflow automation around Trading Risk Limit Lifecycles. From Client requests, approval and automated Create/Update flows into trading systems. Providing critical delivery and expiry risk insights.
Content
Thresholds, overrides, breach alerts, approvals, history
Client Billing & Invoicing
Create transparent billing outputs from validated activity and rate schedules.
CLEARISK.Plus+
Summary
Create transparent billing outputs from validated activity and rate schedules.
Content
Billing period, line detail, recurring and one-off fees, delivery
Vendor Management
Manage vendors from onboarding and due diligence through services, invoices, banking instructions, and review.
CLEARISK.Plus+
Summary
Manage vendors from onboarding and due diligence through services, invoices, banking instructions, and review.
Content
KYV, contracts, invoice workflow, offboarding
Give-Up & Agreement Controls
Validate agreement and fee conditions around give-up activity to reduce leakage and exceptions.
CLEARISK.Plus+
Summary
Validate agreement and fee conditions around give-up activity to reduce leakage and exceptions.
Content
Agreement master, rate validation, account mapping, alerts
Invoice Management
Capture, validate, approve, and track invoices through a controlled workflow.
CLEARISK.Plus+
Summary
Capture, validate, approve, and track invoices through a controlled workflow.
Content
Intake, matching, approval, payment status, documents
Brokerage Reporting & Analytics
Provide revenue, volume, rate, and exception insight by client, account, product, broker, and period.
CLEARISK.Plus+
Summary
Provide revenue, volume, rate, and exception insight by client, account, product, broker, and period.
Content
Dashboards, effective rate, profitability, exports, variance
Ticketing & Service Management
Turn operational requests and issues into owned, prioritized, and measurable work.
CLEARISK.Plus+
Summary
Turn operational requests and issues into owned, prioritized, and measurable work.
Content
Queues, SLA, ownership, escalation, resolution
Workflow Automation
Digitize BAU processes with configurable steps, approvals, triggers, notifications, and integrations. Layered with RACI principles.
CLEARISK.Plus+
Summary
Digitize BAU processes with configurable steps, approvals, triggers, notifications, and integrations. Layered with RACI principles.
Content
Assignments, notifications, team lanes, audit trail
People & Support
Coordinate internal support, responsibilities, and operational knowledge across teams and locations.
CLEARISK.Plus+
Summary
Coordinate internal support, responsibilities, and operational knowledge across teams and locations.
Content
Assignments, support queues, metrics, activity history
Business Continuity Operations
Run a cost-effective parallel post-trade capability that supports resilience when a primary platform is unavailable.
CLEARISK.Plus+
Summary
Run a cost-effective parallel post-trade capability that supports resilience when a primary platform is unavailable.
Content
Parallel processing, switch procedures, testing, runbooks
Brokerage
Brokerage management tools that automate rate schedules, fee calculations, allocations, invoicing, and revenue controls.
CLEARISK.Plus+
Summary
Brokerage management tools that automate rate schedules, fee calculations, allocations, invoicing, and revenue controls.
Content
Control brokerage schedules, automated charge calculations, invoicing, revenue reconciliation, and reporting from a single operating layer.