SOFTWARE | OTC SUITE | SALES INTELLIGENCE
Sales
Digitized sales and distribution processes.
Why Capmatix for Sales?
Capmatix is an intuitive and scalable end-to-end software solution for wealth and treasury products. Capmatix transforms and digitizes sales and distribution processes, while complying with regulatory requirements.
Features
Client onboarding
We provide a streamlined and automated onboarding process for both customer and product data.
Pricing templates
Extensive range of products: More than 350 interest rate and foreign exchange products.
Pre-trade documents
Creation of counterparty and product-specific documents.
Pricing library
State-of-the-art pricing library on all products ranging from plain vanilla to structured products.
Post-trade documents
Ad-hoc provision of trade cycle and life cycle confirmations.
Connectivity
Our variety of APIs enable a smooth STP process