Digitalising Financial Markets with Data-as-a-Service

Data-as-a-Service

How ipushpull cloud-enables firms to seamlessly share live, streaming, and on-demand data with Data-as-a-Service.

There have been many unpredicted outcomes from the current COVID-19 pandemic, but one of the more interesting ones has been the rapid acceleration of digitalisation. How rapid? Well, earlier this year, Microsoft’s CEO Satya Nadella stated that they’d seen two years’ worth of digital transformation occur within the space of two months, something that was inconceivable at the start of the year. While IBM’s CEO Arvind Krishna said “history will look back on this as the moment when the digital transformation of business and society suddenly accelerated”.

Like many other industries, the financial markets sector, with so many staff confined to working from home in 2020, has suffered severe disruption to existing workflows, forcing firms to readjust their working practices.

But with every challenge comes opportunity, and the savvier firms are looking not only at how to get through the current situation, but how they can transform their business for the better over the longer term by utilising Cloud – and specifically Data-as-a-Service (DaaS) – as an enabling technology.

What is DaaS & what can it offer?

Data-as-a-Service provides the ability to seamlessly connect your data to the right person, at the right time, in the right application. This means that you can share your data – which could be sitting in a database, in a platform, or even in a spreadsheet – with your clients, your counterparties, or your colleagues, directly into applications they’re already using. Excel spreadsheets, chat platforms, chatbots, even internal platforms via an API, for example.

ipushpull’s approach to DaaS is to integrate into both legacy and cloud-based technologies, enabling firms to access and share live, streaming, and on-demand data across the entire trade lifecycle, from the front office through to the middle and back office.

To offer a few examples, live data might be an investment bank distributing live ‘high touch’ bond axes to the buyside’s spreadsheets, OMS or chat platform. Streaming data could be where a market-maker is constantly updating quotes from an internal pricing engine, or a broker client workflow of publishing real-time prices to clients in a ‘call around market’. And on-demand means that end users can pull the most up-to-date data from any data source. Ops users may be pulling down the latest list of ISINs to match to RIC codes for example, or risk managers might need to see live P&Ls in Symphony or Slack.

All of this needs to come with the requisite enterprise security, control, and audit necessary for financial markets.

Embracing the Cloud

Historically, data sharing in capital markets has been problematic. Either it’s been done manually, through emails, file sharing, and copying/pasting data – which is then very hard to streamline, automate, and audit – or firms have had to use expensive developers to connect data together, with none of it being ‘out of the box.’

ipushpull bundles all the data and tasks that were spread across spreadsheets, email and file shares into a new structured flow into any connected application. Utilising the Cloud as an enabling technology means you can share data inter as well as intra company. You can share data to trigger workflows with external clients, customers, and teams, and do it in any application via plug and play. And using the Cloud means it’s incredibly scalable, it’s significantly cheaper than trying to build it yourself, and it has a fast time to market.

The Cloud also offers several commercial benefits for both the suppliers of data and the end-users. From the end-user perspective, only paying for what you need allows you to match and scale your operational costs more closely with your trading activity, for example.

Beneficial use cases

Where our customers already have the data and the platform, but may lack the distribution into end-user applications, they have successfully used ipushpull either for the first or the last mile of connectivity.

The first mile is where data may be unstructured or sitting in an application or system that generally does not have any external connectivity. By connecting into ipushpull, data can be securely pushed into the Cloud and then made available elsewhere.

The last mile is about getting data into the applications or tools that your clients or your teams already use, so nothing new needs to be installed. That data can be coming directly into spreadsheets, into chat, or collaborative apps such as Symphony or Slack, or straight into your internal blotters or platforms that you might be using for that last mile of distribution.

Importantly, nothing is on-premise. Everything happens via the Cloud. Rather than engage costly development teams, or rely on manual processes where someone has to copy and paste from one application to another and send it to a counterparty who is doing something similar – a process that involves lots of manual tasks, emails, spreadsheets, copy/pasting and the like – by moving to this new way of data sharing, it unlocks both technical efficiency and automation, which means your staff can spend their time on higher-value activities or things that only humans can do such as being creative, complex decision making or speaking to clients.

A growing number of firms, including panelists from our recent webinar, such as NatWest Markets and Euromoney TRADEDATA, are now utilising different flavours of the examples given above. All of them are using ipushpull to accelerate digital initiatives to widen digital distribution channels and provide better experience for their clients and workflow efficiency and automation for end-users.

Conclusion

The digitalisation of these types of use cases will become more commonplace as people question why they are still using manual processes or one-off development projects to share data. As Data-as-a-Service becomes more prominent and firms look for technical efficiency and automation, we’ll see this new way of sharing data becoming the norm.

We see it already in the digitisation and electronification of OTC markets, where manual processes make way for standardised delivery of prices and workflow, but why stop there? Live data sharing can be ubiquitous internally across the firm, and externally to clients and counterparts – all of this being accelerated by the Cloud and by integrations into financial networks like Symphony, Refinitiv, Bloomberg, Broadridge, DTCC, Markit, etc.

In the post-COVID landscape, there is no new norm anymore. There is only a future state. As working practices change, workflow needs to be more efficient, and data needs to be easy to access, secure and access-controlled.

As we move towards live data-driven workflows, people need to be able to seamlessly connect to data in any application in real-time, at the right time, at the right place, and from any location.

We’re seeing Data-as-a-Service being adopted across sales and trading, between sell-side and buy-side, and across technology vendors. All of them are providing a better and more efficient experience for their clients.

It’s time to move away from manual processes, emails, spreadsheets, and copy/paste and away from embarking on expensive development projects to connect data from one app to another. Instead, look to incorporate Data-as-a-Service into your digital transformation projects or as a new digital distribution channel.


On-demand Webinar & Report: Digitisation of Pre-trade Client Workflows

Learn how J.P. Morgan, Goldman Sachs, Insight Investment and TP-ICAP are approaching the digitisation of pre-trade client workflows.

Understand how market infrastructure providers like CurveGlobal, Symphony and ipushpull are facilitating this by improving price discovery and building liquidity through standardisation, automation and live data.

REGISTER HERE

Moving towards future state in capital markets – The Financial Technologist

future state in capital markets

It’s a very wide spectrum in capital markets between legacy user environments at one end and the equivalent of the SpaceX Dragon 2 mission and its recent launch at the other, where automation is center stage. There is a lot that firms can be doing today to move towards the latter, especially as fast evolving consumer products set a precedent for other industries. The number of growing millennials in capital markets who are taking up senior positions expect technology in office environments to offer regular improvements and functionality updates as standard. The future state in capital markets is evolving.

Areas which before were considered a nice to have, are becoming the new norm in the dynamic that the COVID pandemic created. Standardization and aggregation of data, multi-application interoperability and reducing the overall screen real estate are becoming essential in the migration to the new environment.  

There is one component for many users across the front, middle and back office which is even more often used than Bloomberg, one that has achieved notoriety – Microsoft Excel. An integration of this component is key, whether between users, chat apps or an ecosystem of other applications which can be used to further workflow. 

How can we build a better user experience? How can traders optimize their workflow in and out of the office? What is the best way to collaborate on data between departments and locations? 

Find out more in the interview by Matthew Cheung in The Financial Technologist ‘Phoenix’ out now.  

Tune in to hear more on “Creating a Blueprint for Pandemic Recovery in Financial Technology” webinar on 19th August at 5pm BST, where Matthew Cheung and an expert panel will be discussing the topic in more detail. 

Enabling Data-as-a-Service on Legacy Platforms

Enabling Data-as-a-Service on Legacy Platforms

In a previous blog, we wrote about the competitive edge that data-rich financial institutions and solution vendors can gain by offering ‘Data-as-a-Service‘.

But what are some of the key considerations when it comes to cloud-enabling a firm’s existing legacy platforms? How difficult is it to offer live data or real-time data sharing through commonly used desktop apps such as Excel?

A bank, broker or asset manager might want to take on-premise data that sits on an internal platform – trade data for example – and seamlessly share that to the cloud, thus removing the need for end users to be onsite or to remote desktop in via a VPN.

Or a solution vendor with products designed for on-premise installation or access via dedicated lines and specific client software, might wish to go cloud-based in order to offer real-time or on-demand data sharing into existing applications and workflows without its customers having to rely on clunky FTP or building to APIs.

The good news is that enabling Data-as-a-Service on these legacy platforms is not as difficult as it might seem.

 

Enabling Data-as-a-Service on Legacy Platforms –

Real-time data sharing in the real world

Amongst financial institutions, many firms, on both the buy side and the sell side, are looking to gain greater leverage from their own internal systems by cloud-enabling them, thus improving the service they offer to internal colleagues and external clients. Whether that’s through making real-time data available within chat and collaborative workflow apps, feeding live data to and from Excel or sharing data via other desktop apps, there are many benefits that such an approach offers.

A good real-world example of this is the e-commerce fixed income department of a well-known bank, which uses its own internally-developed platform to generate trade axes from its current bond inventory. Working together with ipushpull, the bank has cloud-enabled this internal platform with secure, real-time data sharing, so that customers are automatically updated with new trade axes via their own choice of desktop apps (such as Symphony or Excel) and can respond with indications of interest directly from within those apps.

From a solution vendor perspective, there are many companies that have fantastic products and services, but live data sharing is restricted by the fact that their customers need to have software installed onsite or can only access data through FTP or API integration with a centralised service. A number of these vendors are now seeing the benefits of cloud-enabling these platforms to offer Data-as-a-Service.

Again, it’s worth citing a couple of real-world examples.

The first is a risk solution vendor that offers intra-day margin calculations. They have a great product that enables customers to load up their position data and calculate span margining for those positions on the fly. However, the product was originally designed to be installed on premise at the customer’s site, which made it expensive and meant that it could only be sold to larger institutions. By working with ipushpull to create a multi-tenant version with a secure cloud presentation layer, the vendor can broaden the service out to a wider, more diverse customer base and offer more affordable subscription-based or on-demand pricing models.

The second example is a data vendor that has a centralised multi-tenant platform, where customers download large data files and upload trade files via secure FTP. Again, their legacy installation and onboarding process meant that their commercial model was limited to larger customers. ipushpull helped the vendor cloud-enable this service to make the data available on demand, which has now opened up the service to a much wider group of potential customers.

 

Seamless integration of data sharing tools

The common thread with all of these legacy systems is that they handle data, with a set of inputs and outputs. And there is no fundamental, technical reason why they should not be cloud-enabled with data sharing tools.

This is what ipushpull does. At the front end, we deliver these systems as true services with a unified presentation layer via the common desktop apps that people are already using. At the back end we develop APIs that plug into these legacy technologies. From the perspective of both service providers and end users, this is a completely seamless process. Services  connect to ipushpull via the cloud and we take care of the rest, i.e. marshalling the data, providing access controls, presenting the data into multiple desktop apps and marshalling data back and forth to the service from within those apps in real-time.

Service providers benefit from not only being able to offer live and on-demand access through desktop apps like Excel, Slack, Symphony, Microsoft Teams and Eikon messenger, desktop containers like ChartIQ Finsemble and Openfin, and internal platforms and applications like pricing engines, risk systems and OMSs, without have to completely re-platform their existing systems, but also being able to deliver data-driven custom notifications into those apps based upon user-defined parameters.

In summary, Data-as-a-Service offers many benefits, and there is no reason that firms should be restricted to on-premise deployment or to API/SFTP integration. By working with a trusted partner such as ipushpull, firms that are looking to cloud-enable their internal platforms can minimise their internal development costs, broaden their reach and rapidly accelerate their time to market.

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Download “Fintech’s Next Frontier: Data-as-a-Service” our Financial Markets Insights report. In collaboration with Natwest Markets, Maystreet, Euromoney TRADEDATA and Engine, part of The Investment Association, ipushpull explores the importance of Data-as-a-Service in facilitating remote working and accelerating digital initiatives within the financial markets industry.

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Enabling Data-as-a-Service on Legacy Platforms

Data Connectivity Essential For Remote Work

Remote work

Extracted from the article “Data Connectivity essential for remote work” by Shanny Basar.

Matthew Cheung, CEO of ipushpull, said there had been an increase in interest in the company’s ability to provide live data sharing as more staff are working remotely during the Covid-19 pandemic.

Cheung told Markets Media: “The cloud has a couple of silver linings. As more people are working remotely, firms want the ability to share data in real-time while maintaining their institutional controls over access.”

London-based ipushpull allows users to securely share data in real-time across desktop applications, databases, messaging platforms and cloud services.

Cloud technology

The Data-as-a-Service platform was launched three years ago and allows data to be easily shared using cloud technology.

“Cloud deployment was a big challenge in capital markets,”Cheung added. “An enormous tanker started slowly turning three years ago at a slow pace and has picked up speed in the last 12 months.”

He predicted there will be an acceleration in deployment of the cloud in the next nine to 12 months, especially as the Covid-19 pandemic has caused staff to work from remote locations while still needing access to real-time data.

In capital markets ipushpull has initially focussed on non-exchange traded assets that require manual processes. For example, when dealers make prices for options in Excel spreadsheets and then have to copy and paste the information into emails for distribution. ipushpull has been used by an interdealer-broker to automate this process by uploading the excel data into the cloud so it can  be shared live it in various formats such via chat or an API.

“We make the data interoperable enabling live collaboration,”added Cheung.

Data-as-a-Service

Financial institutions such as NatWest Markets and data vendors such as Euromoney Tradedata use ipushpull to deliver data direct to their clients.

To learn more about Data-as-a-Service and how institutions are utilising the ipushpull platform read the full Markets Media article by Shanny Basar.

 

 

How to Excel in your Post-Trade Digitalisation Workflow

workflow

A senior manager at a major bank noted at a recent conference that some staff spent well over 60% of their time in email, chat and spreadsheets.  As we complete the journey from paper to digital, with increased compliance and regulatory burden in our industry, is there an opportunity to innovate here?

A lot of post-trade workflow is spent managing exceptions and reconciliation breaks, which means viewing data from different systems in a normalised way. Spreadsheets lend themselves to this challenge and have become the norm, since they do not care what the source is. So long as the data is tabular and there is a common key across systems you can just copy the data across or re-enter it.

Alastair Rutherford, MD Ascendant Strategy says:

“Getting on top of all the data exchanges and workflows that occur to support post-trade activities is a key element of any Digital strategy in Capital Markets organisations. To industrialise post-trade, and make a step-function reduction in TCO, firms must understand these processes properly in the context of their target operating model, and implement automation that complements their core applications.”

post-trade workflow

 

There is a rich ecosystem of tools and applications to provide the glue such as external data lookup or calculation tools. Once you have added that glue it becomes transportable to your peers. Those with whom you share these spreadsheets can see exactly what you see and the method behind your conclusions.

Well, not quite… if you want to modify the recipe in your calculations, a new spreadsheet needs to be sent. When speaking to your peers (especially outside the organisation) how do you know you are looking at the same spreadsheet? What happens if the data that drives the calculation is changing or perhaps only available for you? What happens if you have incorrectly entered some of that data. Before long you have a huge pile of legacy, complicated spreadsheets, hopefully accurate for the moment they were created but with a context and scenario unclear in the document and certainly unclear to anyone auditing it. It shouldn’t come as a surprise that Accenture has estimated £125bn of complexity costs in pre-trade and post-trade workflows.

The solution here is to use a common set of tools in an environment which is centralised and maintained. Platforms such as Symphony can deliver the environment securely, meeting the needs of Information Security. However, the tools need to allow users common access to shared data with the appropriate interface to meet the needs within the post-trade workflow.

At ipushpull we are seeing a great deal of interest in our collaborative data platform to deliver exactly this – the ability to share data in real-time between groups of users, for workflow tools to rapidly enable decisions to be made which are then fully audited, but also the ability to rapidly adapt.

The success of the spreadsheet has been its ability to provide a quick solution to a business problem which is generally planned to be temporary. Over time, however, the overhead of navigating and maintaining the collection of spreadsheets has become too high. ipushpull addresses this challenge by providing an ecosystem for collaborative workflow across the post-trade community, delivering efficiency savings in terms of time spent converting data, but also cost savings in terms of accuracy – reducing the data errors means less resolutions. Less resolutions means more efficiency savings.

If you would like to speak to ipushpull please get in touch with sales@ipushpull.com.

 

 

Meet the ipushpull team this fall at Fintech trade shows and hackathons

fintech trade shows

After the success earlier this year at Symphony Innovate Asia where ipushpull won the Symphony Innovation award, our list of shows and events we are presenting at has developed a life of its own – to include some of the best in capital markets innovation – and we would love to meet you there! Our talented technology team are also attending the hackathon with Barclays and ISDA, so keep in touch to see our developments in the fields of live data sharing, real-time interoperability and workflow automation that has the industry talking about ipushpull.

Here’s a list of capital market and fintech trade shows & hackathons you can find us at this fall:

11-12 September: Trade Tech FX Europe 2018, Barcelona

Say, this has already happened! Yes it has but we were part of the ‘Dragon’s Den’ style innovation session, presenting to an audience of over 500 heads of FX from the buy-side and sell-side Europe’s leading firms. Like the gladiators of trade tech, we were pitched against other solutions for FX traders, with CEO Matthew Cheung a speaker at the event.

20-21 September: Barclays ISDA Derivhack, London & NY

Our brilliant CTO David Jones and the rest of the team recently participated in the Barclays DerivHack at the Barclays Rise accelerator space in London’s very own ‘Silicon Roundabout’. Competing with blockchain companies such as Digital Asset and R3 the team came up with innovative ways to utilise the ISDA Common Domain Model for data standards, finding new and efficient ways to model pre and post-trade processing of OTC derivatives contracts.

Coming up next

03 October: Symphony Innovate 2018, New York

This show is one of our favourites in the annual calendar and plays host to 500 leading executives, engineers, and thought leaders and Symphony users from around the global finance community. Some of the topics under discussion include the evolving digital workplace and the roles of secured collaboration, machine learning and workflow automation. ipushpull will be showcasing a sales & trading workflow on the main stage. Join us to find out more about how ipushpull and Symphony can supercharge workflow.

03 October: J.P.Morgan Annual Technology Innovation Symposium 2018, Palo Alto

The other half of our team will be at this prestigious invite-only event for 200 Silicon Valley CEOs, JPM execs, VCs and leading Fintechs to exchange ideas on technology and innovation trends. If you’re attending, we’ll see you there!

16-18 October: FIA Innovation Pavillion 2018, Chicago

Take a trip to Chicago for the fantastic Innovation program FIA has created at its annual Futures and Options Expo to highlight the latest advances in financial technology, and promote entrepreneurship in the derivatives industry. Find ipushpull at the Innovators Pavilion, where a select group of fintech startups will be showing off their solutions and insights.

If you would like to schedule a meeting with one of our team at a show, do get in touch as we’re always happy to meet you on the day. Just email sales@ipushpull.com

Alternatively, feel free to drop in on our stand at one of the shows.

The problem with files. Alternatives to file sharing?

file sharing

In a series of articles ipushpull explores how innovative new software products are transforming the landscape of enterprise workflow, offering cost-effective, fast-to-market solutions for big efficiency and security improvements. This is part 1 in a series of articles about alternatives to emails attachments, chat attachments and file sharing services and instead looking at new platforms that allow real-time interoperability, automation and – importantly – empower workflow efficiency.

Let’s start with the root cause of many a workflow efficiency problem, the humble file. Whether it’s a PDF, Excel spreadsheet, PowerPoint or even a CSV, files are without a doubt really useful; particularly in a world still dominated by the powerful desktop applications we know and love which were designed to store information exclusively using files.

So why is file sharing a problem?

Perhaps because of their very success, files are almost routinely used in situations where they are not a sensible tool of choice – to often damaging, and sometimes disastrous, effect. We’ve all heard, for example, of inadequate version control or access control of spreadsheet files leading to huge trading losses in securities trading or discrepancies in a company annual report. But away from these headline-grabbing cases, in aggregate far greater damage to organisations is done by the more mundane use of files day-in day-out as the dominant method of sharing information both internally or externally, whether as email attachments or on file share services.

file sharing

The perfect storm – unsecured file sharing and copy & paste errors

File-based data sharing and workflows are inherently inefficient and introduce unnecessary risks. Because files were not built with automation in mind, endless frustrated employee time is needlessly wasted manually copying and pasting and merging between files. IDC estimates that there are 5.5 million advanced spreadsheet users in Europe (and 30 million globally) who, on average, spend 28 hours a week working on spreadsheets with each user spending up to 9 hours a week repeating effort when data sources are updated. In total this adds up to €55 billion per year in wasted time. With such inefficient workflow any real time aspirations are usually just that, with even the simplest automation a challenge and often involving highly-bespoke End Used Developed (EUD) applications. And, in addition to the clear operational risks from spreadsheets, there is high potential for data loss and access control breaches with file sharing in general, combined with an ever-present threat of file-hosted viruses, trojans and the like.

All-in-all a potential perfect storm of under-performance across the business having a major impact on top and bottom line, as well as adding significant, and frankly unnecessary, security risks. All round potentially very bad for the company’s health, yet regularly overlooked or ignored.

So, what’s the solution? No files.

Businesses that have confronted this situation have gained huge competitive advantage through improved automation and efficiency, but it has come at a cost. Until now, only those prepared to invest heavily in building in-house platforms or buying expensive industry-standard super secure ‘licensed’ platforms have benefited. And where, until recently, the main driver was the improved efficiency ‘carrot’, more recently we’ve also seen law-makers focusing increasingly on data protection, privacy and (in financial markets) transparency, all combining to form quite a hefty ‘stick’ for organisations to get their act together. While there are plenty of products which aim to contain the risks of files without addressing the underlying causes, a more exciting development has been that of cloud-based workflow and collaboration platforms. Yet the common oversight among these is that most aim to replace current applications like desktop spreadsheets rather than embracing them as part of a new, secure, real-time ecosystem.

The good news is that, behind the scenes, a new generation of software platform providers have been working hard to overcome all of these problems and, because of the advantages of cloud delivery, at a price that’s well within the reach of not just top-tier enterprises. ipushpull is at the forefront of the innovative and exciting area of real-time secure data sharing. Among other things, ipushpull is replacing file sharing with flexible, yet secure and compliant, ways of connecting and sharing data in real time across powerful desktop applications (Excel) we know and love, cloud-based services (Microsoft Teams, Symphony, Slack), databases and even legacy systems. It’s called Real-time Interoperability or RTI.

Our next blog will be exploring how this is going to change our everyday working lives.

To learn more about how ipushpull is being used to automate and streamline enterprise data sharing and workflows please go to www.ipushpull.com

What’s new in the Spring release of ipushpull?

release of ipushpull

Live collaboration between applications, live charts, and multi-tiled workspaces

 

NEW EXCEL ADD-IN

The new release of the ipushpull Excel Add-in is easier to use and importantly allows you to share live charts! The ipushpull Excel Add-in allows you to collaborate in real-time with other desktop Excel users while also connecting to other applications such as the ipushpull Web App, interactive web pages or chat applications like Symphony and Slack.

 

WEB APP & EMBEDDED PAGES UPDATE

With the new version of ipushpull you can now copy and paste data directly into the Web App from other applications making ipushpull even easier to use. You can also now display live updating charts and other live content in the ipushpull Web App, in connected applications or embedded in your WordPress site or other website.

 

 

WORKSPACES IN BETA LAUNCH

ipushpull is excited to launch Workspaces to our beta testing customers. Rather than switching between pages in your ipushpull Web App, you can now view multiple pages as tiles in a configurable live Workspace, retaining all the features of the ipushpull Web App.

Workspaces also allows new content types to be displayed such as  live updating charts generated from our new Excel add-in, PDFs or presentations, and even live streaming audio or video. Everything you need in one manageable space with the same reliable permissions.

 

release of ipushpull

 

Sign up today for a free ipushpull trial or get a quote with our sales team.

 

 

Join ipushpull at Innovate Finance Global Summit 2018

This year the official London FinTech Week is being kick started by the Innovate Finance Global Summit 2018. Happening across the Square Mile on March 19th-20th, IFGS 2018 is bringing together world leaders in financial services and innovation, from big banks and tech giants to investors, policy makers as well as regulators and international trade bodies. This hub of knowledge will be home to 150 visionary speakers – cross industry as well as sponsors and exhibitors.

Alongside other cutting edge Innovate Finance members, ipushpull will be exhibiting on the 19th of March. Come along to our stand to find out more about ipushpull from the team, and see how we can help you improve workflow efficiency within your business and across your teams. Learn about some of our exciting integrations and customer use cases in global banks, brokers and hedge funds. Talk to us to find out how ipushpull can help control your data while eliminating unnecessary emails and file sharing.

Connect live data within your organisation for distribution, consolidation, collaboration and automation of data. Connect to local databases and messaging platforms such as Symphony, bringing live data interoperability to any application.

Find the ipushpull stand on the 19th of March at IFGS 2018. The Guildhall, Gresham St, London. EC2V 7HH

 

Innovate Finance Global Summit

 

 

Want to know more about ipushpull? Visit our website.

Adaptable Tools partners with ipushpull to deliver real-time interoperability for institutional trading blotters

trading blotters

ipushpull is delighted to announce a new member of our ecosystem. Adaptable Tools, who provide a powerful and configurable blotter interface to institutional traders, has become the latest FinTech company to integrate with our service. The Adaptable Tools integration with ipushpull delivers real-time interoperability and data sharing from their popular sales and trading blotters into any other grid-based application such as Excel, the ipushpull Symphony app, internal applications and web pages.

 

Traders can share real-time blotter updates direct to clients and colleagues

AdaptableBlotter.JS is one of the most feature-rich blotters used across the financial markets today. Our partnership means Adaptable Blotter users can now securely share dynamic real-time updates from their trading and risk systems with their colleagues and clients, offering a unique and innovative way of data sharing, utilising best of breed FinTech components.

Blotters are used by traders, brokers and portfolio managers in the equity and fixed income markets to record and review the trades they have made during the day. These users often need to share their blotters internally with risk managers and the back office, and externally with the clients they’re trading on behalf of. Traditionally this is done by cutting and pasting data into emails and spreadsheets, so it’s out of date the moment it’s been sent. The Adaptable / ipushpull integration lets traders highlight ranges from their blotter and share them with their network in real time, so they’re always up-to-date.

“Adaptable Blotter is delighted to be partnering with ipushpull to provide the best data-sharing experience in the market.  As HTML5 financial applications have matured the key focus now is on interoperability and data collaboration. ”

Jonny Wolfson – CTO Adaptable Tools

 

Real-time data interoperability – trading blotters

This video shows the integration in action. Each time the data in the highlighted cells in the blotter on the left updates, the update is published to ipushpull. The people you’re sharing the data with can see the updates in real time in the Symphony and Excel sessions on the right.

So traders can give their clients live updates as they work deals for them, and risk managers can keep track of their traders’ performance in real time, even when they’re away from their desk. And because ipushpull is secure, access-controlled and audited, data can only be shared with right people.

You can try this out for yourself today. Sign up for a free trial of ipushpull and run the AdaptableBlotter.JS demo here. Or get in touch to find out more.

 

About AdaptableBlotter.JS

AdaptableBlotter.JS is a high-performance HTML5 grid solution that provides all the advanced functionality that experienced users demand and depend on, including cutting-edge auditing features vital in today’s regulatory environment. Learn more at http://www.adaptabletools.com/

 

About ipushpull

ipushpull provides secure real-time data sharing and collaboration for financial institutions between desktop applications such as Excel, cloud services such as Symphony, databases and internal proprietary systems on a fully access-controlled and audited platform. Learn more at https://www.ipushpull.com/.