LexiFi handles the diversity of derivatives through a uniform process and puts an end to a maze of ad-hoc systems. LexiFi Apropos is an end-user software application, designed to serve as a "Golden Database" for financial derivative products.

This compact solution enables users to rapidly define, price, analyze and manage tailored financial products. It provides customized reporting throughout the life of each product and offers easy programmatic access to functions and data.

Business challenges

• Offer timely and relevant investment solutions adapted to each client and market environment
• Provide sound advice throughout the life of each product
• Streamline business processes and operations for inherently diverse product offerings
• Reduce new products' time to market and management costs
• Better understand the risks and rewards of derivatives
• Reduce dependency on key individuals
• Meet regulatory requirements stemming from the use of non-standard products

Key features

• Product database: complete coverage of financial instruments and asset classes
• Lifecycles management: automation of the processing of all lifecycle events
• Documents: automation of the production of high-quality, dynamic, fully customizable documents
• Pricing: provision of LexiFi's cutting-edge and industry-standard pricing models, and integration of in-house models
• Structuring tools: set of tools to define new structures and quantify risks, and rewards
• Control of position and risks: estimation of portfolio values and risks and produce reports
• Tailored reporting: comprehensive view of key quantitative and qualitative information
• Alerts: flags and emails upon events such as barrier crossing, cash flow payments, etc.
• Custom workflow: implementation of custom processes fitting in-house and regulatory requirements
• Automation: triggering of operations without human interaction