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Nasdaq Calypso Front Office

Facing lower returns, the front office is severely pressed to cut costs, boost performance, comply with ever-increasing regulatory requirements, and deliver exceptional client service. Meanwhile, businesses must be able to add products quickly and support new product types like carbon trading in the burgeoning ESG arena, while managing flow products efficiently.

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Overview

Trading and Portfolio Management to Make Better Decisions

Growing volumes and volatility spikes exacerbate challenges, highlighting the importance of agile infrastructures and integrated solutions so firms can implement changes swiftly. 

Tighter Integration: Front-to-Back

A Single Source of Truth

A Data-Driven Approach

Trading Modernization Through Digital Transformation

Features

Our Front Office Trading Solution

We provide sell-side and buy-side firms with an all-in-one sales and trading platform covering their specific needs via our Front Office and Portfolio Management Workstations.

Our comprehensive cross-asset coverage of cash and derivatives products includes FX, money markets, fixed income, securities finance, interest-rate derivatives, structured finance, credit derivatives, equities, commodities, and synthetic financing.

With our front-to-back integrated platform, you have instant access to all the pre-trade information you need to optimize resource allocation, i.e.: capital, collateral inventory, liquidity, all XVA flavors, and cleared and uncleared margins. And we deliver real-time risk and position data (IBOR) that bridges trading and portfolio management activities.

Our Workstations
The Front Office and Portfolio Management Workstations provide consistent cross-asset workspaces that facilitate informed, rapid decisions and optimization of trading risk profiles and portfolio risk guidelines. 
Key features include:

Real-Time Desk Risk, Positions, and Market Data

Comprehensive Real-Time Analytics

Interactive, Configurable Dashboards to Efficiently Manage Intraday Risk and Valuation

The Front Office Workstation

Our sales and trading platform offers the real-time analytics and comprehensive market and risk data you need. With our dashboards and tools, you can consistently monitor and manage your cross-asset portfolio of cash and derivatives products. 

Access real-time data and advanced analytics to enhance decision making.

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Configure or customize pricers to manage exotic and highly structured trades.

Simulate trading strategies and structures in the what-if sandbox.

Rely upon transparent pre-trade limit and compliance checks.

Book trades in a few clicks via predefined templates.

Monitor live positions, risk, and P&L using dashboards per asset class and user profile.

With the Front Office Workstation’s extensive capabilities, you can explain and decompose your trading activity all in real time.

The Portfolio Workstation

With a consolidated view of portfolio and fund activities across investment functions, you gain scalability, efficiency, confidence, and TCO optimization. Key features include real-time portfolio insights, instant order generation, and centralized enterprise-wide transaction, position, return, and risk data. 

View aggregated investment information across multiple portfolios.

Take immediate actions on position sizing/vetting via pre-trade compliance and analytics.

Sandbox what-ifs for single orders and bulk rebalancing.

Save/confirm decisions as orders or trades.

Support intraday trading activity with cash inflows, redemptions, corporate actions, and third-party market data.

Generate an investment book of record (IBOR) to share across the firm.

Deliver best-practices client service enhanced with e-Portal channel capabilities.

Assess portfolio risk in real-time.

The Portfolio Workstation integrates with Nasdaq Calypso's multi-asset trading, risk, and collateral solutions, and you can leverage our centralized solution for compliance checks and connection to third-party platforms.
Benefits

Nasdaq Calypso Front Office

Fast Analytics, Better Decisions

Our configurable, interactive desk/portfolio-level customizable dashboards enable you to operate strategically and efficiently. We provide you with essential views including market data, live risk P&L, pricing, trade entry, risk and scenario analysis, centralized apps, and up-to-date position monitoring and marking.

End-to-End Front-Office Digitalization

Through technology, data, and analytics, we enable you to transform how you manage your processes and serve your clients. Our low-touch/no-touch digital channels (e-Portals) allow your clients to self-serve, efficiently helping you to scale revenue and increase market share.

Confident Compliance

With our front-office and portfolio workstations, you can rely upon vetted shared data for confident, compliant intraday activity. This strong, transparent data foundation enables reliable client and regulatory reporting, strengthens efficient compliance, and empowers strong defense of audits and examinations.

Single Source of Truth

Our data-driven solution is architected to ensure that all trading, market, pricing, sensitivity, and risk data inputs are fit for purpose and used consistently throughout all trading and investment processes.

Strong Risk Management

With access to real-time information, drilldown to trusted data, seamless processing, and user-friendly dashboarding and visibility. You can easily manage to your limits, P&L risk, and/or portfolio guidelines.

Front-to-Back Integration

Designed to interface seamlessly with your middle- and back-office (post-trade) functions, our solution enables you to leverage the single source of truth to achieve accuracy, efficiency, and auditability.

Explore how the modular Nasdaq Calypso capital markets and treasury platform serves the financial ecosystem.

Case Study

A Cloud-First Foundation for Growth: Novobanco's Transformation with Nasdaq Calypso

Read how Portuguese bank novobanco used a Nasdaq Calypso upgrade and cloud migration to help reduce complexity, strengthen resilience and create a scalable foundation for growth.

Nasdaq & Novobanco Case Study
Resources

Additional Information

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