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.

 

 

Innovations in Investment Operations Technology – ipushpull part of InvestOps Europe 2019

InvestOps

ipushpull CEO Matthew Cheung will be representing the best of London’s thriving fintech scene this week when he participates in the “Dragon’s Den”-style innovation session at InvestOps Europe, the leading buy-side event.

As part of the ‘New Game-Changers’ afternoon on 19th September, Matthew will be pitching ipushpull, the unique service that connects and automates workflow between data, applications and people – in real-time – across the capital markets ecosystem. His pitch is part of a wider discussion of ‘the latest and greatest innovations in Investment Operations technology, which offer true added value and should be considered for future investment plans’.

With 350 business leaders in attendance significant discussion is expected around how technology, and the resulting improvements in efficiency, is vital for firms to stay ahead of competitors in a cost- pressured middle and back office environment.

Across the sector, buy side firms are facing similar technology challenges as they plan priorities and budgets for the coming year, namely:

  • Automation of manual processes
  • Moving away from spreadsheet reliance and manual intervention
  • Accurate, centralised, standardised data
  • Seamless integration into 3rd party services, legacy platforms and cloud services
  • Easy cross-asset class expansion

According to Ascendant Strategy, a capital markets consultancy specialising in post-trade transformation, many of these challenges arise from the outsourcing of buy side operations to custodians, prime brokers, fund admins and other back office service providers. This outsourcing often leads to inefficiencies, with day-to-day processes such as reconciliation and fails management dependent on manual interventions by operations analysts using email, file sharing and chat.

Increased regulation is another driver for technology investment.

Phases 4 and 5 of UMR (Uncleared Margin Rules) for OTC derivatives, coming into force in September 2019 and 2020 respectively, could result in thousands of firms could facing hefty fines for non-compliance. An InvestOps survey of 100 buy side firms showed that 28% of them are not prepared and only 16% are fully compliant. A key part of these regulations relates to the exchange of collateral information, often held on disparate systems and spreadsheets and shared using email. Improvements to workflow efficiency are consequently crucial for successful implementation of the rules.

CSDR (Central Securities Depositories Regulation) adds further pressure as it’s expected to result in an increase in pre-settlement mistakes due to tighter matching criteria. This means firms face potentially significant fines falling due when failed trades remain unmatched after 4-7 days. Domain Matters, a boutique advisory firm specialising in operations and technology for financial markets, expect increased demand from Operations teams looking for tools to enable them to quickly collaborate and resolve unmatched pre-settlement items and minimise these penalties.

Finally, SMR (Senior Manager Regime) for buyside, means oversight is increasingly important for any information exchange with outsourced service providers, counterparties or in-house trading desks. The ability to demonstrate governance is critical – a challenge if data workflows are not audited, compliant, centralised and easy to retrieve.

However, there is hope and opportunity. Accenture estimates up to £125bln of complexity costs in pre- and post-trade can be reduced significantly or eliminated through improvements in efficiency.

Live data sharing and workflow automation platforms such as ipushpull are helping to solve these complex challenges. The London-based fintech firm enables customers to streamline their processes by connecting and synchronising data in real-time across multiple applications and building data-driven workflow tools with little or no code.

The ipushpull platform is not limited to any single workflow or asset class but can be applied to a wide range of tasks, with custom apps created in hours and days rather than months and years. This enabling technology is helping middle and back office to create workflow apps and micro-ecosystems – both internally with the front office and externally with counterparties – and streamline common and time-critical workflows including collateral management and high-risk break resolution plus common tasks such as client onboarding.

ipushpull has been recognised by financial industry publications such as the The Wall Street JournalWaters Technology and The Trade News, has also won 3 industry awards and has been named in the 100 most influential Fintech companies of 2019 by The Financial Technologist, now holding the title for two years in a row. Get in touch if you want to find out more at sales@ipushpull.com.

ipushpull and Ascendant Strategy announce partnership to deliver Innovative Solutions for Post-trade Workflow Automation

London, UK – 18th July 2019: ipushpull, the live data sharing and real-time workflow automation platform, are delighted to announce a partnership that brings together the award-winning ipushpull platform with the post-trade expertise and delivery capability of Ascendant Strategy.

The partnership between ipushpull and Ascendant Strategy brings significant value to capital markets post-trade functions who want to enhance live data sharing and automation capabilities across departments and organisations, eliminating the domain of email-attached spreadsheets. Solutions that combine the flexible technical capabilities of the ipushpull platform and Ascendant Strategy’s expertise in transforming post trade processes can massively simplify, automate and de-risk these challenges. Furthermore, these solutions can be implemented quickly and without painful modifications to core IT processing platforms.

 

Matthew Cheung, CEO of ipushpull, comments:

“From delivering large scale middle and back office digital transformations in global banks to creating workflow applications, Ascendant are market leaders within post-trade infrastructure transformation. Together we are creating digital solutions for middle and back office to replace spreadsheet-based email workflows with real-time, interoperable data sharing.”

Alastair Rutherford, Managing Director of Ascendant Strategy, comments:

“We believe that successful transformation of post trade architecture within capital markets firms has to incorporate blending of old technology with the new. ipushpull’s software is well positioned to support organisations on this transformational journey, deploying impactful digital solutions easily into architectures to augment rather than replace legacy architecture”

 

About ipushpull
ipushpull is a cloud based real-time data sharing and workflow automation platform. Used across sell-side and buy-side, and front to back office, ipushpull improves workflow efficiency by allowing cross application secure, audited, access-controlled live data sharing, collaboration, and workflow automation. The API first platform handles static, live, and streaming data with APIs, integrations, and connectors into many data platforms and services. For more information visit www.ipushpull.com.

About Ascendant Strategy

Ascendant Strategy are a capital markets consultancy that specialise in post trade transformation across IT and business process. They understand how to deliver successful strategic outcomes within organisations where infrastructure complexity has overpowered efficiency. Their leadership experiences across functions and geographies have enabled them to develop rich skill sets to help organisations think differently about solving infrastructure challenges – be these costs, complexity or simply making them fit for purpose. For more information visit www.ascendant-strategy.com

 

Contacts

ipushpull

Matthew Cheung

CEO

info@ipushpull.com

Ascendant Strategy

Alastair Rutherford

Managing Director

contact@ascendant-strategy.com

Former Eurex CIO Brendan Bradley joins ipushpull, a Real-time Workflow Automation platform

London, UK – 04th April 2019:

The award-winning live data sharing and real-time workflow automation platform is pleased to formally announce the appointment of Brendan Bradley as Chairman of ipushpull.

Brendan has over 30 years of experience in financial services and a track record for leading the field of innovation. As a former Board Member and Chief Innovation Officer at Eurex Exchange (part of Deutsche Börse), he was responsible for championing new ideas and finding opportunities within a changing market landscape particularly within the fintech space. Brendan has also played a large part in the development of the European futures and options industry with LIFFE, DTB and Eurex and helped shape the exchange landscape. More recently, Brendan co-founded Seismic Foundry, an early stage capital markets focused investment fund.

Having spent many years advising businesses within fintech and financial markets, Brendan is now working with ipushpull supporting the board and executive team.

Brendan Bradley comments:

“I strive to stay ahead in terms of product innovation and I strongly believe ipushpull are leading this with their cutting-edge platform. It was an easy choice to be involved. Businesses are all about data and workflow which ipushpull integrate into messaging and chat rather than emails and files. Combined with live data interoperability and automation of crucial workflow’s this is a company to watch!”

This appointment comes at a time when financial services enterprises have been employing ipushpull’s workflow solutions to introduce data interoperability and automation in key areas such as pre-trade negotiation workflow and post-trade reconciliation and resolution workflow. The platform has gained traction within investment banks, asset managers, brokers and trading firms.

ipushpull is excited to have Brendan on board to aid in the innovation strategy of the ipushpull platform. Brendan is also serving as a non-executive director of ipushpull.

About ipushpull

ipushpull is a real-time data sharing and workflow automation platform. Used across sell-side and buy-side, and front to back office, ipushpull improves workflow efficiency by allowing cross application secure, audited, access-controlled live data sharing, collaboration, and workflow automation. The API first platform handles static, live, and streaming data with APIs, integrations, and connectors into many data platforms and services. For more information visit ipushpull.com.

Contacts

ipushpull

Matthew Cheung / CEO / +44 (0) 20 3808 4805 / info@ipushpull.com

Real Time Interoperability – The New Generation of Enterprise Workflow Automation Tools

real time interoperability

In the second of this series of blogs we’re exploring how innovative new software services and tools are transforming the landscape of enterprise productivity, collaboration, data sharing and – importantly – workflow automation, by offering cost-effective, fast-to-market solutions for big gains in efficiency and security. Our previous blog highlighted the problems inherent in relying on files to share data. From the challenges of automating workflow to the inherent security risks of sharing data, and importantly how traditionally employed file-based data sharing processes don’t easily support real-time updates or collaboration. This blog focuses on currently available options for tackling these issues and the huge impact it can have on productivity when you get it right.

 

Clouds ahead in the walled garden

Although cloud-based collaborative platforms go some way to solving problems associated with file sharing, reducing version control issues and offering real-time collaboration, they generally don’t integrate well with local desktop applications or databases. Neither with other cloud platforms, resulting in the classic ‘walled-garden’ syndrome, while at the same time introducing a whole new raft of data protection and security concerns. These security issues render most cloud platforms unworkable for many organisations although some more visionary offerings such as the Symphony capital markets focused chat application are leading the way by providing a novel way of end-to-end encryption, in overcoming these security and integration challenges.

 

RTI – Entering into the new world of Real-time Interoperability

Imagine there was a service that allowed the seamless, real-time integration not only of your current desktop applications but also your new cloud services and even your chat applications. You could view and share the latest information live, present that information simultaneously across a multitude of applications and define your own automation of processes, as well as workflows based on that same live data. Together with full security and audit of every interaction and your own user-defined alerts & notifications nudging users about tasks and keeping them up to date.

Already mentioned in our previous blog in the series, a new concept which delivers all of this and more and is becoming the new model for next stage of enterprise productivity and workflow solutions combining real-time data with application and data interoperability. We’re calling it real-time interoperability or RTI. At its best, RTI does away with files completely and brings real-time data sharing and workflow tools into the chat and desktop applications that are already familiar to end users. Smart and easy to use add-ins mean that there is little or no development involved in integration and uptake is fast. End users are empowered to build their own workflow automation and data sharing tools while always working within the bounds of a secure managed strategic environment.

 

How it makes a difference

Across different industries practical applications of RTI platforms (like ipushpull) are already gaining traction in a number of key areas with common themes. For example, distribution of live data from a central system (perhaps a database, spreadsheet or in-house platform) to a community of users across different applications and devices is a common and powerful application for RTI, ranging from a securities broker sending live prices to clients’ chat or desktop Excel, to a manufacturers sending live production line information to a shop floor display or mobile devices. Reverse the solution and you have an easy to implement consolidation platform pulling data from remote locations in different formats, consolidating and reporting in real time. Reducing monthly reporting cycles down to daily by reducing or eliminating the need for files and manual processing. Each in its own way is a big leap forward in the ability to cost-effectively get the right information to the right users at the right time and in the right format. Use it wisely and the benefits of RTI are huge, reducing operational risks and costs, while improving efficiency and productivity.

While the benefits of interoperability and real time information have been out of reach for most organizations until recently, the environment is changing fast. Next time we’ll be exploring RTI in the context of Robotic Process Automation, so keep an eye on our blogs.

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

ipushpull joins BT Radianz Cloud, simplifying cloud connectivity & adoption

BT Radianz Cloud

Fintech brings real-time data sharing and collaboration to the world’s largest secure networked financial services community. ipushpull is pleased to announce a strategic alliance with BT Radianz creating opportunities within the Radianz community to further accelerate the company’s growth.

Through a single, resilient and secure network the award winning BT Radianz Cloud links a financial community of thousands of banks, funds, brokers,  exchanges, clearers and settlement houses to over 400 market critical providers and vendors. By partnering with BT Radianz ipushpull significantly simplifies cloud deployment and infrastructure connectivity allowing quicker sales and onboarding to an established customer network. While BT Radianz benefits by offering its customers cutting edge and innovative technology alongside its existing list of top tier vendors.

BT Radianz

Like many Fintech vendors ipushpull utilises cutting edge cloud based technologies and hosting. However financial institutions have not been quick to adopt cloud computing. This is due to a number of factors, namely:

  • Security, banks are heavily regulated so security of internal and customer data is paramount so ‘on-premise’ hosting is the norm
  • Legacy infrastructure, billions has been spent on technology infrastructure, as well as the staff to maintain it, making banks reluctant to jettison decades of investment
  • Education around the cloud, historically the cloud has been seen as a consumer technology lacking enterprise grade security, however this just isn’t the case

Some financial institutions have embraced the cloud or have made moves to but they are still outliers. The majority of financial institutions still request that Fintechs deploy on-premise installations which are not only costly to deploy and maintain they often lack the benefits which the cloud brings such as scalability, reduction in cost and connectivity. As BT Radianz is a well-established provider of cloud services through their private network, or extranet, the decision to partner with BT Radianz was led by the credibility, security and network that Radianz can provide to its existing financial services customers. Matthew Cheung, CEO of ipushpull comments:

“While Fintechs are agile and nimble and able to quickly create innovative market-ready technologies they are often dealing with financial institutions who, due to their size, are slow to adopt and deploy the latest technology. BT Radianz Cloud allows Fintechs like ipushpull to seamlessly connect with the big financial players at speed, at scale and with the highest level of enterprise security”.

Through Radianz Cloud, financial institutions can now access the ipushpull data sharing and collaboration platform allowing data interoperability from applications like Excel, databases and APIs to messaging platforms such as Symphony and Microsoft Teams and desktop containers such as Openfin and ChartIQ – all utilising the ultra-secure private network that the Radianz Cloud provides.

For more information please see the BT press release here. 

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/.

As enterprise chat replaces email, what’s replacing attachments?

chat replaces email

It used to be so easy. If you wanted to share a document or a spreadsheet with your colleagues or clients you had one choice – attach it to an email and hit send. Email is reasonably fast and reliable and accessible by everyone, whether they are running Gmail in a browser or Outlook on the desktop. But times have changed. Driven by version control frustrations, email fatigue, security concerns and the desire for faster, more interactive communication, email is increasingly being overshadowed by a growing range of desktop chat applications. As chat replaces email, the range of communication and collaboration options available to businesses is radically expanding.

So how can you share information when you don’t know how your customers are going to access it? That’s the problem we at ipushpull are solving. We let our customers securely share live data with their networks regardless of the apps they use to consume it. We call it ‘real-time data interoperability’.

Explosive Growth of Chat apps and Collaboration Platforms – Chat replaces email

While the rise of consumer mobile messaging apps like WhatsApp has been hogging the headlines, an almighty battle has been brewing for dominance of the enterprise messaging and collaboration market. In the years since Slack’s launch in 2013 it’s been joined by a range of heavyweight competitors including Symphony, Microsoft Teams, Facebook Workplace and, most recently, Atlassian’s Stride. While each company has differing ambitions for their platforms, they all aim to reduce the amount of email sent internally and between businesses.

chat replaces emailSymphony’s CEO David Gurle has said:

“People want much richer communication than email and there’s really no secure, compliant alternative in the market today. That’s the reason Symphony exists. If there’s anything we’re going to disrupt it’s going to be the different messaging tools across enterprises.”

chat replaces email

 

 

More succinctly, Stewart Butterfield of Slack predicted at Slack’s inaugural ‘Frontiers’ conference last week:

“Chat channels will replace email by 2025.”

 

Sharing Data, not Files

So in this post-email, post-attachment future, how can people securely share their information across applications and ensure that it’s always up-to-date? ipushpull is tackling this problem, with the launch of our Symphony app in June, and the release of the new version of our Slack app in September. Both apps enable our customers to access their latest business data regardless of source, and securely share it with their networks.

No more Walled Gardens

We quickly realised that targeting every chat app with the same ‘lowest common denominator’ integration would be wrong. Each platform has its own technical strengths and weaknesses, and each is used by different user communities with different requirements and concerns.

chat replaces email

 

On the technical side, Symphony allows its partners to integrate HTML5 applications within its platform, enabling us to build a rich user experience that facilitates collaboration and minimises context switching.

Slack doesn’t support such integrations (yet) but we’ve managed to stretch its capabilities and are the only application in their app directory that supports real time updates.

chat replaces email

 

 

 

 

 

 

 

 

 

Most of Symphony’s customers are based in the financial markets where time is critical and security and compliance are just as important. ipushpull’s integration with Symphony enables users to stream live updating data to their network from applications like Microsoft Excel, and collaborate in real time without leaving the application and without compromising their security.

Real time Data Interoperability

The move to messaging and collaboration platforms only solves half the problem of email overload. The real gains are made when you replace attachments with something real-time and much more interactive. By going beyond files and connecting data, ipushpull allows end users to reduce application context switching and streamline workflow, enabling true collaboration.

The ultimate result is improvement in productivity and efficiency, accessing live data securely regardless of application. We call it real-time data interoperability.

Sign up for ipushpull today

Real-time Profit and Loss, Risk and Alerts on your Mobile

As a trader or risk manager in the digital age, is there any reason for you to be tied to your desk? Could you be spending more time doing more productive things, improving systems, analysing markets or even freeing up time for the family? Read on and find out how to keep track of real-time profit and loss, risk, and get immediate alerts.

 

How iPushPull can help monitor real-time profit and loss….

Whether you need to get out for lunch for an hour, away for the day or on a business trip or vacation, with iPushPull you can be away from the office with more confidence. Letting you stay on top of your work with any mobile device.

It’s easy – using simple Excel add-ins or APIs you can securely share real-time profit and loss, risk and other live data via the iPushPull platform direct to mobile devices and desktop browsers.

You can now see your live risk screens on the go and set custom email alerts based on your own limits or calculations. You can even set up SMS alerts for when you have no internet access. Now you’ll never miss a market move.

iPushPull is your very own automated trading assistant keeping an eye on things when you can’t.

 

real-time profit and loss riskLess Hassle – More Control

Ever tried accessing your risk systems remotely via VPN, remote desktop or similar? By the time you’ve logged on to the VPN and tried to resize your desktop layout just to make it viewable on your mobile – you’ve probably given up, unless you have lots of patience. Viewing data on the go can be so much easier.

With iPushPull you can control exactly what data you share and with whom. Our permission features lets you define and control what you can view when you’re out of the office, not your colleagues, developers or system providers.

You can share data purely for your own consumption or you can share different data with colleagues or clients, but you don’t need to give them access to the whole data set as you would with many other methods of remote access.

 

Cross Platform and Less Risk

If you know your way around Excel you can easily use iPushPull to pull together live data from one or more platforms and aggregate or manipulate it as you wish. Then simply push it out to the users you’ve given permission to so they can access it using desktop Excel, on their mobiles or at www.ipushpull.com.

With end-to-end encryption, iPushPull offers next-generation cloud security – meaning simple, secure access to live risk data from mobile devices and desktop browsers wherever you are. And you can share just the data you really need in an easily-viewable, read-only format, so there’s absolutely no risk of fat fingers and unintended mouse clicks.

Sign up for a free trial at www.ipushpull.com.

For more information go here or to set up a demo give us a call on +44 20 3808 4085 or email sales@ipushpull.com