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Funds & Asset Managers

Streamline your end-to-end investment workflows

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ipushpull delivers real-time solutions for enhanced communication and automation across your internal execution and trading desks, your portfolio managers, your counterparties and your internal systems.

Send and receive live RFQs, price and trade data using existing applications like Excel, Symphony and chatbots, or via FIX and other APIs, in a secure, unified, live environment.

Build and configure custom applications and bots to complement existing chat and voice workflow. Replace manual processes, copy-and-paste, emails and spreadsheets with live, automated data sharing in a secure, unified, live environment.

Connect ipushpull’s configurable services and integrations into your existing systems…

Live & Streaming Data

Pull real-time data such as pricing or axes into your Excel, Symphony, MS Teams and internal systems

Data on Demand

Request prices from your dealers on demand through a Symphony or MS Teams chatbot or Excel

Data-driven Notifications

Optimise screen space through smart data-driven notifications based on conditions you set

Custom Applications & Workflows

Improve efficiency by design custom apps to your specification to streamline your trading workflow

...to deliver powerful real-time data updates and alerts.

"We’re thrilled to offer ipushpull access to our industry-recognised programme and excited at such new and innovative technology which the IA can showcase to trading desks of UK based asset managers"

John Macpherson, Deputy Chair of the Investment Association Engine Advisory Panel

ipushpull solutions for Funds & Asset Managers

Pre-trade Negotiation Workflows

Automate and consolidate multi-channel negotiations into a single workflow automation app. Share information and RFQs with your counterparties automatically over chat or via a direct live connection using ipushpull. Connect your OMS and, using our off-the-shelf plugins and APIs, share your data and workflows with your internal teams using apps like Excel and externally with your clients using chat apps including Symphony.

Examples:

  • Receive actionable live trade axes from sell side direct into Excel, chat or your OMS/EMS via ipushpull 
  • Streamline your workflow by sending RFQs to dealers across multiple chat sessions  
  • Automate complex package and basket trade workflows between counterparties in a live chat environment

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Real-time updates for your clients

In addition to managing and automating your trade execution workflows, ipushpull can be deployed as a simple and effective client portal/information platform or mobile app, providing valuable market information and KPIs in real time or on demand.    

Examples:

  • White-labelled desktop and mobile applications with client-by-client infomation including charts and live data 
  • Market or fund data-driven updates and alerts sent in real time to clients
  • Configurable connections and add-ins to in-house databases and desktop apps like Excel

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Real-time
Improved efficiency
Reduced costs
Reduced errors
Better oversight

Industry Awards

Would you like more information?

Complete our Enterprise Call Back request form,
Call us on +44 (0) 20 3808 4085,
or email us at sales@ipushpull.com
and we'll get right back to you.

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