A proprietary trading firm stopped missing counterparty renewals.
Industry: Proprietary trading
Before
Scattered
agreements, contacts, and review dates
After
No
missed renewals since launch
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A 15-minute scoping call, no commitment.
The firm needed to track brokers, prime dealers, and liquidity partners in one place, including their agreements, contacts, and review dates. Spread across tools, renewals and reviews were easy to miss.
A counterparty CRM with a profile for every partner, agreement and renewal tracking, automated reminders for reviews and expiring documents, a full audit log of every interaction, and reporting views for management.
The system, end to end, press play to see it run.
- 01Counterparty profiles
One record per broker, dealer, or liquidity partner, with agreements and contacts attached.
pending - 02Renewal tracking
Agreement and review dates tracked, with automated reminders before reviews and document expiry.
pending - 03Audit log
Every interaction recorded, so internal reviews have a clear trail.
pending - 04Management reporting
Views that show leadership where every relationship stands.
pending
No
missed renewals since launch
1
standard checklist to onboard a new counterparty
Full
audit trail for internal review
Want a similar outcome?
Book a 15-minute scoping call. We'll tell you what's possible for your business.
Response time
Within 1 business day
Coverage
USA · UK · EU
Team
15 people · 10 engineers