Clients
Sell Side Participants
Intermediaries are in the business of providing access to the markets that customers want to participate in, clearing transactions, facilitating margin movements, managing risk, and in the case of IBs, introducing capital to up-and-coming and established managers alike.
Theorem's platform enables intermediaries to focus on those core services while outsourcing technology to an actual technology company. Our tools simplify how customers transmit and access data, relieving burdened customer support teams and improving the customer experience.
In the last two decades, FCMs have had to deviate from their primary services and adapt to their clients' technological requirements. Contact us today to discover more about Theorem's proficiency in street-wide transactional systems and let us assist you in:
- Enabling your customers to extract information in the format and frequency they need, alleviating the need to keep up with bespoke reporting requests and promoting self-service data collection.
- Empowering your teams with advanced query functionality to extract information without writing complex and often misunderstood instructions.
- Promoting STP allocation and matching workflows, reducing the time your clearing teams spend processing splits and resolving breaks.
Introducing Brokers in today's markets have a complex role - they have to navigate counterparties to facilitate access to the right markets and capacity that their clients need, all while often providing order entry technology. Sponsoring access to the Theorem platform is a compelling value add in an often-overlooked arena - post-trade. Enable your customers to seamlessly manage workflows like allocation and put the framework in place for a scalable back-office solution.
Theorem's Post Trade Management solutions and services help simplify processes for Introducing Brokers with:
- Streamlined trade processing
- Efficient clearing and settlement
- Risk management capabilities
- Compliance support
- Client reporting and transparency
By utilizing Theorem's product offerings, Introducing Brokers can enhance operational efficiency, strengthen risk management practices, and provide exceptional client services.
Tailored to Your Brand
Are you interested in deploying Theorem's tools to your client base but concerned about retaining brand equity? Not a problem. Theorem offers white-label solutions to ensure your customers get access to value-added tools and technology under your banner.
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Let’s discuss how we can help develop a comprehensive post-trade program to suit your needs.