Institutional Middle Office
Modernize middle-office operations with a scalable solution that standardizes data, improves control and streamlines workflows. Improve efficiency, reduce operational risk and enhance client service through orchestrated middle-office workflows.
WHAT WE BUILD
A standalone, multi-asset, middle-office solution
The solution that standardizes data, orchestrates workflows and modernizes post-trade operations without requiring wholesale system replacement.
- Break down silos across systems and teams through a unified data model and streamlined processes across allocation, confirmation and reporting.
- Highly interoperable, connecting seamlessly with leading front-office and back-office platforms to extend and enhance existing architecture.
- AI-ready by design, with full access to Genesis MCP capabilities—enabling agentic workflows, intelligent automation and continuous optimization.
Allocations & Confirmations
Automate allocations and confirmations to accelerate post-trade processing, improve accuracy and support evolving settlement requirements.
Operational Workflow Connectivity
Integrate front-office, back-office and custodian systems to unify fragmented architecture, and ensure continuity and resilience across the post-trade lifecycle.
Reconciliation & Control
Automate matching, configure tolerances and resolve breaks in real time through governed, auditable workflows that reduce operational risk.
Exception Management
Identify, prioritize and resolve exceptions in real time through intelligent alerting and workflow automation to reduce settlement and operational risk.
Regulatory & External Reporting
Digitize regulatory and client reporting with built-in controls, transparency and full auditability.
Self-Service Reporting
Enable operations teams to create, manage and adapt reporting without reliance on IT, improving oversight and responsiveness.
Fee & Revenue Management
Apply rules-driven fee calculations, including commissions, charges and client-specific logic across trades.
Operational Insight
Surface trends, monitor data quality, and identify opportunities to improve efficiency, control, and client service across middle-office workflows.