XP Investments boosts trade volume 10x with Genesis

Using the Trade Allocation Manager (TAM), XP Investments modernized its middle office workflows, scaling operations, reducing manual effort, and accelerating trade processing.

3 months

Built and deployed in just three months

10x increase

Trade volume scaled 10x with no added headcount

50,000+

Processing capacity exceeds 50,000 trades per day

.

The challenge

XP Investments is one of South America’s leading investment firms, managing over 3.6 million global trades annually across multiple products and markets.

But their middle office was constrained by:

  • Multiple OMS technologies across teams
  • Manual allocation processes using spreadsheets
  • Vendor platforms that lacked flexibility and native integration

To support growth, they needed a modern solution that could scale with volume while integrating seamlessly with existing systems.

How Genesis helped

Using the Genesis Trade Allocation Manager (TAM), XP Investments replaced fragmented tools and manual work with a unified platform designed for scale, speed, and flexibility.

Key capabilities included:

  • Centralized trade allocation with full audit trail
  • Seamless integration with Fidessa and Omgeo
  • Configurable rules for allocation, limits, and validation
  • Code-free platform for fast deployment and updates

TAM now powers XP’s global trade allocation process, reducing operational risk and speeding up client confirmation times.

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Main problems

Unified OMS environment

  • Replaced fragmented OMS tools
  • Reduced duplication and manual reconciliation
  • Created a single source of truth for allocations

Automated allocation workflows

  • Removed re-keying and data duplication
  • Reduced risk of human error
  • Freed teams from low-value admin tasks

Improved platform flexibility

  • Faster customizations and lower dev costs
  • Easier OMS integration and maintenance
  • Greater agility to support evolving needs
“Now the team can complete the trade allocation process and create the client confirmations in half the time.”

Why this bank chose Genesis

Scaled trade volume 10x

  • TAM scaled processing without headcount
  • Now handles 50,000+ trades daily
  • Improved performance and speed

Greater speed and efficiency

  • Reduced turnaround time for allocations
  • Fewer manual steps and fewer errors
  • Operations teams focus on value work

Improved client communication

  • Faster, consistent trade confirmations
  • More transparency for clients
  • Strengthened post-trade relationships

Ready to scale your middle office?

Let’s talk about how Genesis can help you reduce manual work, increase control, and scale trading operations.

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