LexiFi Apropos supports key business processes for derivatives and structured products:
- Structuring. Design distinctive investment, financing and risk transfer solutions with analytical tools that enable users to quickly define new structures, without writing any code, and to quantify precisely their risks and rewards.
- Sales and client care. Automate the design and offer cycle that leads to a sale, administrative tasks that follow a sale, and secondary market advice. The system automatically generates dynamic term sheets, produces high-quality performance reports, creates alerts and notifications upon the occurrence of salient events and calculates client positions. Providers may create custom transactional workflows to establish a preferred link with distributors and end-users.
- Trading. Accurately record the terms and conditions of tailored products in trading-quality entry screens and calculate prices with proven implementations of state-of-the-art valuation models developed by LexiFi or with in-house models.
- Portfolio and risk management. Control cash flows, valuations, profit and loss, and risks at any level of detail, thanks to combined pricing and event management capabilities, centralised access to market data, specialised displays and reports, and a powerful scenario analysis framework.
- Operations. Automate post-trade processes: the system detects and handles product life cycle events, including equity corporate actions, updates product definitions in response to such events, monitors barriers, facilitates the audit of realised cash flows, and calculates cash and security positions.
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