Use One System to Develop, Market, and Manage Tailored Financial Products
|
ap·ro·pos adj : being both relevant and opportune
|
|
Source: Merriam-Webster's Collegiate® Dictionary
|
LexiFi Apropos is an application for the analysis, sales, trading, and management
of both simple and complex financial products. Designed to serve as an in-house
system of record for non-standard transactions, LexiFi Apropos brings together all
data and services required to develop, market, and manage tailored financial solutions.
LexiFi Apropos addresses the needs of providers, distributors, and users of
structured products who wish to build a business that scales. Users rely on an
authoritative source of product, trade, and market data and on shared analytical
and processing services to streamline key functions:
- Sales. LexiFi Apropos facilitates the design of distinctive investment, financing, and risk transfer solutions and automates the production of sales and marketing documents, including term sheets and pre- and post-trade customer reports.
- Trading. Users accurately record the terms and conditions of candidate transactions in
trading-quality entry screens, access analytical tools to gain insight into the
economics of complex products, and calculate prices with proven implementations
of industry-standard models developed by LexiFi or with in-house models.
- Risk management. LexiFi Apropos enables the ongoing control of positions,
valuations, and risks, at any level of detail, thanks to combined pricing and event management
capabilities, centralized access to market data, a powerful scenario analysis
framework, and specialized displays and reports.
- Processing. LexiFi Apropos automates post-trade processes: the system detects
and handles product life cycle events, updates product definitions in response to such events,
and calculates cash and security positions.
|
|
|
|
8 Reasons to Use LexiFi Apropos
|
Comprehensive Instrument Coverage
|
|
|
Start working immediately with out-of-the-box analytical and management support for
more than 100 structured, flow, and cash instruments, including most
popular structured investment products.
|
|
New Financial Products Added Quickly
|
|
|
Move swiftly from prototyping to production: define product variations in
trading-quality entry screens or create entirely new structures
with LexiFi Apropos’ Extension Kit.
|
|
|
|
Trading-Quality Entry Screens
Define product variations and complex schedules interactively
with graphical user interfaces.
Click image to enlarge.
|
|
|
Pricing and Structuring
|
|
|
Quantify the value, risks, and rewards of each product with proven
implementations of industry-standard pricing models and a
collection of analytics.
|
|
|
|
Simulation and Pricing
Analyze the behavior of a contract along one or more market scenarios and
calculate its residual value on future horizon dates.
Click image to enlarge.
|
|
|
Control of positions, valuations, and risks
|
|
|
Calculate positions, estimate portfolio values and risks, and present the
information with specialized displays and reports.
|
|
|
|
Scenario Analysis
Create risk analyses with a powerful framework for designing and managing market scenarios
and measure the impact of modified market environments on portfolio values.
Click image to enlarge.
|
|
|
Automated Contract Management
|
|
|
Automate the life cycle management of tailored products:
systematically detect and process events such as payments, fixings,
option expiries, and equity corporate actions; monitor barriers;
maintain an up-to-date definition of each contract as it ages; and
keep a full history of events.
|
|
Uniform Representation of Financial Products
|
|
|
Rely on a uniform representation of financial products to meet
your current and future analysis and processing needs:
LexiFi Apropos is powered by MLFi, an original formalism that
supports the description, pricing, analysis, and management
of financial products. MLFi is the result of a long-term
research and development effort that received both industry
and academic awards.
|
|
Open Pricing Architecture
|
|
|
Leverage existing valuation algorithms and calculation platforms thanks
to a clear separation among pricing-related data and services.
|
|
Integration and Extension Tools
|
|
|
Deploy tailored software solutions with LexiFi Apropos'
integration and extension tools:
- Integration APIs enables the automatic control of
the data entering and exiting the application.
- The LexiFi Apropos Extension Kit enables financial
engineers and programmers to independently add financial
products, pricing model implementations, product and portfolio analytics, and
processing capabilities to the system.
|
|
|
|
Integrated Development Environment
Customize your system with LexiFi Apropos' integrated development environment.
Click image to enlarge.
|
|