Drag and drop PDF term sheets, or use LexiFi product templates to book commonly traded products! Confidently book even the most complex products, on any underlying or combination of underlyings for all major asset classes.
Automate the processing and notification of all lifecycle events, as well as advanced reporting and document generation and a white-labelled web platform.
Comply with financial regulations and precisely monitor risk metrics including Greeks, value at risk and what-if scenarios for single products or portfolios.
Quickly define new structures, without writing any code, and benefit instantly from all available functionalities and eligible pricing models.
Book with confidence! Drag and drop term sheets of commonly traded payoffs to book your products instantaneously, thanks to our PDF Importer tool. Also, benefit from bulletproof cross asset templates for frequent payoffs, and code-free alternatives to book ad hoc structures, scaling up to the most complex products.
Be proactive through automatic detection and processing of events such as coupons, fixings, options, early redemptions, barrier crossings up to complex corporate actions for all your products. Automate workflow and notifications with email integration.
Automate the production of any document ranging from the simplest to the most sophisticated: summary of terms, term sheet, client reports, performance reports, KID and risk reports. Generate documents on products or portfolios based on any qualitative and quantitative data stored or computed inside the document.
Personalize your reporting dashboards to match your needs and improve your monitoring capacity through fully customizable ‘views’. Easily meet in-house specifications, regulatory requirements and downstream integration . Enrich your reports with embedded processing features, making an instantaneous transition from monitoring to action.
Keep operational and market risks under control with precise metrics and innovative visual features. Our collection of qualitative and quantitative tools includes payoff Graphical Simulation, Greeks, Value at Risk, what-if analyses, Forward Simulation, Value Change Analysis, CVA/DVA, Monte Carlo and PDE inspectors, generic Cashflow Decomposition, and more!
the extensive list of available features includes: price decomposition and explanation, comparison of all applicable models, manual or auto-calibration and, full-pricing audit
innovate with LexiFi’s structuring tools which include Contract variations, Solver, Underlying Optimiser, Static replication, and more!
Operational risks and costs reduction thanks to a single comprehensive system
Comply with financial regulations (EMIR, MiFID II, Solvency II, Priips, etc.)
Timely and relevant financial solutions
Updated and accurate information at any point in time
Through automation and custom workflows
Structuring tools, tailored reporting and custom alerts
We are very satisfied with the software because of the diversity of payoffs that it is able to calculate and price.
Group Head of Global Structured Solutions
Quintet Private Bank
To help our clients understand and automate their business, we had to model structured products in an efficient and complete way. This is a difficult exercise, and rather than reinventing yet another product model, we benchmarked the market and found that the best provider in this exercise is LexiFi.
Alexis de Bernis
Chief Technology Officer
LexiFi's software has enabled us to keep our commitment to provide high-level expertise to our clients. The facilitation brought by LexiFi's solution to manage the lifecycle of structured products, even for our most complex cases, exemplifies what has been achieved thanks to the completeness of its features. LexiFi's team has demonstrated to be remarkably supportive, perceived our needs and reflected them in their continuous strive to perfect their software. Our customers have appreciated the upgrading of our services and we are eager to extend our use of LexiFi's software to pursue this path.
Former Head of Structured Products - Director
Deutsche Bank (Suisse) SA
LexiFi delivers tools and services that enable us to enhance the experience and the transparency of structured products. The software has increased both our productivity and the quality of our work.
LexiFi Apropos allowed us to reduce manual tasks on risk report production by 80%, the more we use the solution, the better we become at identifying automation opportunities.
Federal Finance Gestion
LexiFi has brought significant improvements to the processes and organisation of our structured products activity, bringing together in one single system all the requirements that our team could think of: a central database of products, cutting-edge quantitative tools, a system to produce precise and up-to-date client facing documents and internal reports, the automatic detection of product life cycle events including cash flow computation for our back office and a complete after trade system. LexiFi is now a central tool allowing our department to cope with a changing and challenging environment.
Former Senior Investment Advisor, Structured Products
HSBC Private Bank
LexiFi perfectly matches our need to price all kind of types of structured products. The system has the virtue of a total flexibility and allows to define complex contracts in a quite easy, intuitive way. LexiFi's staff did a great job throughout the whole implementation phase and met all our enhancement requests quickly by several completely new developments thanks to their knowhow.
Staff Member, Support Reporting Financial Valuations
Banque et Caisse d'Epargne de l'Etat Luxembourg
LexiFi gathers the technology and expertise to overcome the challenge of automating the specific requirements of a structured product activity. It is a real pleasure to work with a proficient and helpful provider, the value-added is indisputable. We look forward to extending the usage of this powerful tool.
Managing Director - Head Investments & Advisory - ExCo Member
Deutsche Bank (Belgium)
LexiFi is selling a commercial programming language, MLFi, which breaks down financial transactions into their primitive constituents. These elements can be combined using a standardised syntax to describe instruments at any level of complexity. In essence, this approach is an attempt to create a DNA string for derivatives.
Former Chief Economist
Bank of England
LexiFi's software allows us to prototype, define, value and manage tailored products through easy access to functions and data. The system makes communication more efficient both within NIM and with our clients. Also, LexiFi’s solution has been crucial for meeting both industry and regulatory requirements.
Abdoul Aziz Diallo
Deputy Head of Investment Solutions, Structuring and Tech
Dynamic Solutions at Natixis Investment Managers International
Bloomberg is committed to providing a fully integrated workflow for derivatives, structured products and strategies. LexiFi's contribution has been valuable to the success of this effort and our engineering teams have worked together productively, establishing a solid ground for long-term collaboration.
Global Head of Derivatives, Risk and Treasury
As a specialist boutique dedicated to buy-side institutional clients, we thrive at providing independent advice and successful solutions using derivative investments focusing on our customers’ needs first. We believe in a holistic approach to best support our clients and find LexiFi provides us with strong support in the background.
TFS Structured Products
The relationship with LexiFi demonstrates SimCorp Dimension's aptitude for exploiting new technology, such as LexiFi's ingenious system for describing and managing complex financial products, and the robustness of LexiFi's novel approach. We look forward to furthering our partnership with LexiFi to address the delicate challenges posed by financial product innovation.
Jørgen Vuust Jensen
Former Domain Manager, Financial Instruments
LexiFi more than delivered on its promise: LexiFi Apropos is a very well-designed system that continues to positively surprise us as we encounter new business challenges. LexiFi's staff is competent and has a sincere desire to make the relationship succeed.
Head of fixed income and structured products
Banque de Luxembourg
LexiFi Apropos brings together all data and services needed to support Lombard Odier's structured products business: the system has coped well with the growth and diversification of our activities, a testimony to its sound design. LexiFi Apropos has become a key asset for the Bank in light of the quality and process improvements that it enabled in the structured products department. LexiFi's service team contributed their experience and project management skills, keeping an impressive tempo through all phases, with no compromise on quality.
LexiFi delivers tools that enable to manage structured products from the issue date until maturity, including secondary market pricing! The amazing variety of functionalities allows to follow up with products throughout their entire lifecycle.
Head of Product Management-Vice President
Deutsche Bank (Belgium)
We have access to a large choice of pricing models in LexiFi Apropos for all asset classes. Plus, pricing and calibration are fast, well documented and easily audited.
CIC Market Solutions
During the 10 years since we adopted LexiFi, the number of structured products issued has been multiplied by 5 while the number of staff has remained constant. LexiFi allows us to automate important workflows such as customer confirmations, in-house term sheet generation, technical emails that are part of the operational process, and commission collection requests, to cite a few.
Vice President, Structured Products Advisory
LexiFi Apropos is really the crossroad for all our teams: on one side the sales team for everything related to product monitoring but also marketing, the engineers for all lifecycle management matters but also repricing, and all our risk teams for which LexiFi allows monitoring risks and limits.
Digital Transformation Manager
The FRTB implementation project at Quintet went well thanks to LexiFi's Product Specialists who have provided us with strong support in the background.
Head of Group Risk Modelling & Quantitative Analysis
Quintet Private Bank
One of the biggest differentiators of LexiFi is their modeling of financial products through a clearly defined grammar with very good extensibility. The simplicity of the interface is also a notable competitive advantage. Besides, we were impressed by Instrument Box convincing computational speed.
Lead Software Architect