Client stories.

Automated contract management

Systematically detect and process contract events

Pricing and Structuring

Benefit from LexiFi’s advanced pricing routines and–define new strategies, without writing any code

Internal workflows

Create workflows for trade approval and access our Broker Trade module to model and manage trades, fees, and margin profiles

Client documents

Automate term sheets, legal documentation, performance reports and event notices in a variety of formats and languages

Client workflows

offer to your clients customized execution and follow-up services: they may check their positions, P&Ls and download detailed reports, and portfolio synthesis.

Secondary market advice

Calculate client positions, monitor barriers, control the performance of both products and underlying assets and explain the sources of performance.

Unified representation/definition of financial products

Use the same standard to describe all products, for any type of combination of underlying(s), allowing you to have the same product description to support all business processes

Pricing and Open pricing framework

Extensive financial product and pricing model library. Leverage existing valuation algorithms and calculation platforms thanks to a clear separation among pricing-related data and services

Automated lifecycle management

Rest assured that you will systematically detect and process contract events thanks to LexiFi’s formal operational model

Integration APIs

Access contract management, valuation and risk management tools with minimal effort

Joint integration project, ongoing maintenance

Reduce technical risk with proven joint project management methodologies, tools, and ongoing maintenance services

Embeddable IDE

Embed LexiFi's integrated development environment in your solution to enable your customers to independently extend their system

Structuring

Define new structures, without writing any code, and quantify precisely their risks and rewards

Pricing

Use state-of-the-art pricing models and relevant market data to perform independent valuation

Terms sheets and other Documents

Produce instantaneously marketing documents (with backtests and other simulations) as well as regulatory documents and term sheets in the format and language of your choice

Custom transactional workflows

Secure, uninterrupted process to automate the sourcing of products from investment banks and the exchange of proposals, quotes and orders with relationship managers and clients

Secondary market control

Compare counterparty prices and in-house valuations, monitor barriers, measure realized product performance, provide qualitative and quantitative explanations, analyze potential performance and create high-quality reports

Event management

Detect and process product life cycle events, including equity corporate actions

Structuring

accurately describe tailored products without writing any code and quantify their value, risks and rewards

Pricing

combine LexiFi’s advanced pricing routines for highly complex and bespoke products with your in-house valuation algorithms and RISK platforms

Client documents

Automate term sheets, legal documentation, performance reports and event notices in a variety of formats and languages

Internal workflows

Automate price requests, export product data to in-house trading and processing systems, upload product data to the bank’s web site and import life cycle events from trading systems

Third-party workflows

Interact with other stakeholdersupon consummating a tradee.g., apply for identification codes, apply for listing on an exchange, send product data to exchanges and to market data providers

Secondary market advice

Calculate client positions, monitor barriers, control the performance of both products and underlying assets and explain the sources of performance