Maximize Trading and Streamline Financial Processes
Digitize global trade activities, including transaction matching, reconciliation and workflow.
Digitize Your Global Trade Activities
Whether you're the buyer or the seller of securities, Kofax Optitrade™ enables you to verify trade details, approve transactions, change records of ownership and arrange for the transfer of securities and cash. If you're a broker or an investment manager, you can more efficiently manage, monitor and measure your securities and cash transactions.
Why Customers Choose Optitrade
How Optitrade Can Help
Secure Management of Critical Information
Monitor flows, inspect messages and quickly capture and identify exceptions. Enrich outbound messages to encourage external network payment and inbound messages to enable straight-through processing via a secure hub designed for financial message handling.
Fast and Accurate Matching
Quickly and accurately match electronic business messages, configure matching criteria and see results in various queues.
Configurable Process Handling
Configure tolerances by instrument, counterparty, currency or any other parameter and automate next steps, response messages, exception and escalation processes.
Streamlined Trade Settlement
Accelerate real-time settlement instruction enrichment and automated notifications to custodian banks and agents. Incorporate industry codes of practice and local market standards to promote data integrity.
Bilateral Trade Management
Execute bilateral cancellation through automated processing between parties and counterparties and integrate internal and industry trade confirmation infrastructures.