Solution introduction
Clients want to access a wider range of investment propositions. In a persistently low interest rate environment, investors are seeking more yield and better diversification. With the majority of structured investments performing well in recent years, they’re considered one of the best alternatives
Access and distribution of structured investments such as autocallable notes or participation notes must be straightforward, resource free and cost-effective so providers can easily offer them to all customers. Unfortunately, the process is still largely manual and time-consuming
How Futora helps you reach and better service clients
Futora enables any financial institution to access structured products with a click of a button so they can offer bespoke investments to their clients. Futora is an end-to-end solution covering all aspects of the investment product lifecycle, including access to liquidity partners, a regulatory framework, and back and middle office functions, all from an easy-to-use interface.
How the solution helps you
- Access live prices and compare products
- Quantify the exact risk profile of an investment idea
- Comply with regulations
- Monitor portfolios and product events automatically
- Compare performance and execute in real time
- Easily configure workflows
- Establish operational and back-office excellence
Key solution components
- Administration
- Access to a wide range of manufacturers
- Trade analytics
- Product design
- Regulation and documentation
- Trade booking and clearing
- Post trade lifecycle
