OTC Lifecycle Manager

OTC Lifecycle Manager is a unique middle office solution for over-the-counter derivatives that delivers total control throughout the trade cycle. It is easy to integrate with existing systems and offers big benefits for asset managers and third-party administrators alike.

Asset managers

  • A consolidated view of OTC trades provides added control of operational and counterparty risk.
  • Automation of post-trade processes and lifecycle event management reduces the chances of a confirmation break and cuts costs.
  • OTC Lifecycle Manager provides a platform for further process automation - we can help clients establish links to external services.
  • New instruments can be added quickly, cutting time to market for new products.

Third-party administrators

  • Deployed across the firm's customer base, OTC Lifecycle Manager cuts manual processes
  • It establishes clean order flow via a single interface for onward processing.
  • Consistency of data facilitates valuations.

OTC Lifecycle Manager will be available either as an installed solution or as a managed service. This makes it ideal for firms that have been deterred from using OTC derivative-based strategies because of added risk and cost. By deploying OTC Lifecycle Manager as a managed service they can elect to pay only per usage.

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