The Infrastructure for Institutional Financing
FinOptSys provides a modular, highly configurable technology platform connecting financing, liquidity, collateral, margin, exposure and analytics across the institutional investment ecosystem.
Built for Institutions. Grounded in the Market.
FinOptSys has developed proprietary and patented technology purpose-built for institutional financing, with deployments across complex institutional environments.
Our experience spans global systemically important banks, asset managers, pension funds and other institutional market participants — bringing real-world market experience to the continued development and expansion of the FinOptSys platform.
Global Financial Institutions
Technology operating within complex institutional environments
Multiple Market Segments
Experience across banks, asset managers, asset owners and other institutional market participants
Commercial Technology
Technology built for institutional use and real-world commercial application across financing markets
Proprietary Innovation
Proprietary and patented technology developed specifically for institutional financing
Built for the Complexity of Institutional Finance
Institutional financing remains highly fragmented — across products, counterparties, systems, data and financing activities.
FinOptSys brings these elements together through a connected technology platform designed to give institutions greater transparency, control and intelligence across their financing environment.
From identifying financing opportunities through transaction management, optimization, collateral and margin management, counterparty exposure and enterprise analytics, FinOptSys provides the infrastructure to connect financing activities across the institutional environment.
One Platform. Multiple Financing Capabilities.
Portfolio Financing & Optimization
Proprietary financing intelligence and optimization capabilities designed to improve portfolio-level financing decisions
Financing & Liquidity
Repo and Securities Lending capabilities connecting financing needs, liquidity and market participants
Swaps & Synthetic Financing
Technology supporting total return swaps and synthetic financing activities
Collateral & Margin
Capabilities supporting collateral optimization, eligibility and margin analysis
Counterparty Intelligence & CRM+
Exposure visibility, counterparty analytics and relationship intelligence supporting more informed financing decisions
Analytics & Enterprise Reporting
Connected financing data, analytics, monitoring and enterprise-level reporting
Technology Built for Institutional Markets
FinOptSys technology is purpose-built for the complexity of institutional financing.
Our platform combines proprietary technology, advanced analytics and optimization capabilities with an architecture designed to integrate with existing institutional systems and processes.
FinOptSys intellectual property includes issued and pending patents covering aspects of its financing technology and methodology.
Existing Institutional Systems
- OMS
- EMS
- Risk
- Collateral
- Accounting
- Other
IP
Issued and pending patents
Analytics
Optimization and decision intelligence
Integration
Existing systems and processes
Architecture
Integration-ready institutional technology
Institutional Processes
- Trading
- Risk Management
- Collateral Management
- Treasury
- Reporting
- Other