Modernize post-trade systems without complex rebuilds
WHY POST-TRADE NEEDS TO UPGRADE
Legacy workflows limit scale and increase cost and risk
- Inefficient, disconnected systems prevent automated trade reconciliation, confirmation and reporting.
- Teams lack a single, real-time view of trade status, breaks and ownership.
- New regulations expose fragile processes and hidden risk.
%
struggle with new regulatory demands like T+1 .
%
still rely on legacy systems despite known operational risks.
%
struggle to manage multi-asset portfolios with unified workflows.
THE GENESIS APPROACH
A modular orchestration layer for modern post-trade
Genesis connects allocations, matching, reconciliation and reporting across existing systems, cutting operational friction without replacing your current technology stack.
- Deploy without disruption
- Modular components that scale with you
- API-first connectivity across systems
Allocations & confirmations
Automate cross-asset allocations and confirmations to speed up trade processing, improve client service and meet T+1.
Reconciliation tools
Set matching tolerances to automate reconciliation and resolve breaks in in real time with auditable workflows that cut operational risk and costs.
Regulatory reporting
Automate MiFID II, CAT, TRACE and T+1 submissions with built-in transparency, audit trails and error-free reporting.
Custodian integration
Seamlessly connect to custodians and clearinghouses for faster, more accurate settlement and fewer trade fails.
Exception management
Set alerts to identify and resolve exceptions in real time and reduce settlement risk.
Self-service reporting
Enable operations teams to create reports without coding or IT dependency — helping audit and management insights.
Fee engine
Rules driven fee calculations for both market and client-side, including charges, commissions, and broker-specific rules.
Flexible integration
Connect seamlessly to OMS, risk and back-office platforms, scaling globally without expensive system replacement.
CASE STUDIES
Post trade automation in action
XP Investments boosts trade volume 10x with Genesis
3 months
Built and deployed in just three months
10x increase
Trade volume scaled 10x with no added headcount
How a Japanese bank modernized global securities workflows
Project highlights
- Improved operational efficiency
- Remove operational risk
- Increase efficiency and reduce cost
TAM revamp achieves T+1 compliance for leading Canadian bank
100%
Regulatory compliance achieved
5x
Faster trade allocations and confirmations
Frequently asked questions
How does Genesis integrate with existing systems?
Genesis uses an API-first architecture to integrate with OMS, EMS, risk, and back-office systems without rip-and-replace projects.