Structured products desk
The autocall pipeline, shared across the whole desk.
Monthly pipeline grouping, product and ISIN commitments, minimum trade size tracking and commission reconciliation — on one secure platform instead of a spreadsheet on someone's laptop.
One shared pipeline
Every adviser works on the same records, with changes appearing live across the team.
Commitments at a glance
Product and ISIN commitment totals with minimum trade size progress for each strike.
Controlled access
Sign-in required, with viewer, editor and admin roles enforced in the database.