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Maximize Trading and Streamline Financial Processes

Digitize global trade activities, including transaction matching, reconciliation and workflow.
Overview
Overview

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.

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Automate trade confirmation processes

Accelerate confirmation processing

Automate trade confirmation processes and enable straight-through processing for quicker trades while minimizing exceptions and speeding resolution.

Reduce errors and non-delivery by automating the distribution of transactions

Increase efficiencies and reduce risk

Reduce errors and non-delivery by automating the distribution of transactions across the enterprise and eliminate the need for manual keying between applications and networks.

Improve accuracy in the trade verification process

Improve settlement performance

Improve accuracy in the trade verification process by reducing the need for manual data extraction. Reduce settlement fails and improve overall settlement performance.

Benefits
Benefits

Why Customers Choose Optitrade

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Improves process transparency and monitoring

Automate the processing of messages and transactions so every step can be controlled, monitored and reported. Easily monitor overall system performance and get early notification of processing issues.

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Deploys powerful exception and auditing capabilities

Identify, escalate and repair exceptions. Trace and audit detailed transaction rate information, view statistics per field and message type and average them over defined time periods.

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Leverages existing IT environments

Link existing messaging systems to the complete electronic trade confirmation community and utilize legacy infrastructure investments.

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Adapts to changing regulations

Secure information with a unified content system that minimizes human touch-points and the risk of data breaches. Provide enhanced security with safe message storage and archiving, complete audit recording and comprehensive data extraction and monitoring.

Features
Features

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.

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Ready to Get Started?

Work Like Tomorrow—today. Let's chat.