Streamline limits management, boost efficiency, and minimise errors effortlessly
Limits Manager simplifies the management of trading limits across multiple ISVs and exchanges by replacing time-consuming, error-prone process with a centralised user-friendly application.
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Key Benefits
Create operational efficiencies
The interactive workflow engine, designed for managing trading limits, reduces time on administrative tasks, optimising trading support teams.
Access and view trading limits across all your ISVs and exchanges, consolidating limit management into one application. Available to risk, credit, and sales teams within an organisation as well as external users.
Decrease round-trip limit change turnaround times from limit request to completion.
See a complete audit trail and limit history information
Extensive audit trail and limit history simplifies internal and regulatory reporting.
Track turnaround times from limit submission to approval.
View timestamped data for limit requests, approvals, and rejected requests as well as individuals associated with the workflow.
Use time chronology to track a trading entity’s limits as they change throughout a day or calendar range.
Reduce errors
Connect directly to ISVs and exchanges to eliminate manual errors in data entry and consumption.
Email notifications alert risk personnel of limit requests needing their attention.
The creation of workflows ensures all steps in the approval process have been completed.
Application Features
Full limit change cycle
Select accounts and submit limit change requests.
Review limit change requests and approve. View the completed status of limit changes.
All ISVs and exchanges in one place
Limits Manager supports multiple ISVs and exchanges through APIs and flat file interfaces. New connections are onboarded regularly, and bespoke systems can be integrated on request.
Full audit history
Capture all limit activity and simplify reporting through a database of account limits by date or date range.
Rules based actions
Define rules according to your risk profile and trigger actions based on them, including altering limits or notifying users of limit breaches.
Email notifications
Track progress and approve limit request direct from your email.
Multiple user roles
Configure your users to the role they have in the firm – submitters, approvers and admins all supported.
What Our Clients Say
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