TradeFlowWe build AI software to automate stock trade settlement.

TradeFlow: Reimagining Post-Trade Operations

AI-Powered Workflow Platform for Middle Office Teams

Key Features

• Email Automation: Leverage AI to draft emails in seconds, eliminating the need for manual copying and pasting of trade details.
• Centralized Contact Hub: Auto-populate the correct counterparty email address, ensuring your messages reach the right hands.
• Data Analytics Dashboard: Gain visual insights into key metrics and trends to enable data-driven decision-making.
• Effortless Automation: Revolutionize your workflow to reduce workloads and increase efficiency.

Use Cases

• Operational Efficiency: Streamline processes to better serve clients and reduce manual efforts.
• Trade Settlement: Accelerate settlement timelines by proactively managing trade exceptions.
• Client Service: Provide exceptional, responsive service to eliminate issue escalations and increase capacity for new business.
• Data Security: Safeguard sensitive information with maximum data security.
• Cost Reduction: Minimize transaction costs and avoid penalties due to unsettled trades.
• Seamless Integration: Gain immediate benefits without overhauling existing infrastructure.

Pricing

TradeFlow offers flexible pricing plans tailored to meet the needs of various business sizes and requirements. Contact us for a detailed quote and to find the plan that best suits your organization.

Teams

TradeFlow is designed to empower middle office teams by reducing manual efforts and improving operational efficiency. Our platform enables teams to settle trades with utmost efficiency, providing the tools needed to deliver exceptional client service and drive business growth. Join the revolution and connect with us today!