Primary Markets Trading

Streamline the new issues life-cycle for the buy and sell-side, from deal detection and book-building through to seamless execution.

Purpose-built applications for the primary markets

Connect your investment team to live issuance data, accelerate deal analysis and decision making, and streamline the process from order submission to allocation.

  • Gain a holistic, real-time view of the new issuance market by aggregating data sources
  • Connect portfolio managers, analysts and traders with shared workflow and embedded collaboration tools
  • Execute faster with electronic order management and direct OMS integration
Data Aggregation Consolidate deal data across external market data sources into a single, real-time view of live issuance.
Data Normalization Cleanse and unify incoming deal data to create consistent, structured records regardless of source format.
Roadshow Management Track upcoming deals and investor events ahead of pricing, giving your team early visibility and time to prepare.
Deal Structure Capture Automatically populate tranche-level terms and structure for each deal as pricing details are confirmed.
Issuance Workflow Orchestration Manage the end-to-end investment process in one place, with reference data, analytics and compliance systems connected.
Order & Allocation Management Submit and track orders and allocation requests with direct OMS integration, reducing manual steps and turnaround time.
Embedded Collaboration Keep deal conversations in context with integrated messaging, reducing reliance on email chains and fragmented communication.
Configurable Alerts Notify the right people at the right time with event-driven alerts tied to deal status, deadlines or threshold criteria.

Client success