Numerix Oneview Distribution · Numerix Oneview Distribution is an agile and scalable multi-dealer...

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• Multi-dealer platform for investment and structured products • Enables efficient and compliant trading between product issuers and investors • Automated price discovery and order execution • Rapid product design and time-to-market for new products • Real-time market intelligence, risk, and portfolio management Numerix Oneview Distribution An Agile Private Banking and Wealth Management Platform ®

Transcript of Numerix Oneview Distribution · Numerix Oneview Distribution is an agile and scalable multi-dealer...

Page 1: Numerix Oneview Distribution · Numerix Oneview Distribution is an agile and scalable multi-dealer platform, bringing together product issuers (sell-side) and investors (buy-side)

• Multi-dealer platform for investment and structured products

• Enables efficient and compliant trading between product issuers and investors

• Automated price discovery and order execution

• Rapid product design and time-to-market for new products

• Real-time market intelligence, risk, and portfolio management

Numerix Oneview Distribution An Agile Private Banking and Wealth Management Platform

®

Page 2: Numerix Oneview Distribution · Numerix Oneview Distribution is an agile and scalable multi-dealer platform, bringing together product issuers (sell-side) and investors (buy-side)

NUMERIX ONEVIEW DISTRIBUTION

Numerix Oneview Distribution is an agile and scalable multi-dealer platform, bringing

together product issuers (sell-side) and investors (buy-side) of investment and

structured products to efficiently and compliantly trade in a digital marketplace.

Built from the ground up using emerging technologies from B2B/B2C models,

Oneview Distribution addresses surging regulatory requirements and distribution

challenges faced by investment players globally, and especially in the more

fragmented Asian market.

Oneview Distribution helps Private Banks automate price discovery, RFQs and order

execution, ensuring clients receive outstanding service while bank relationship

managers (RMs) and traders maximize their efficiency and productivity. It also enables

rapid product design and time-to-market for new products, so banks can respond

quickly to new market trends or client demands and capitalize on opportunities.

Real-time market intelligence on product

trends, as well as real-time risk analysis

and portfolio management capabilities,

empower proactive risk management

and product management decisions,

so private banks can maximize margins

while minimizing risk.

Numerix Oneview Distribution: increasing competitiveness & client retention

Page 3: Numerix Oneview Distribution · Numerix Oneview Distribution is an agile and scalable multi-dealer platform, bringing together product issuers (sell-side) and investors (buy-side)

NUMERIX ONEVIEW DISTRIBUTION CAPABILITIES

Oneview Distribution enables sales and trading desks to:

• Automate the RFQ response and order execution processes, to dramatically improve response times and increase trading volumes

• Design, launch and price virtually any investment or structured product (including semi-exotics and exotics)

• Obtain real-time market intelligence and analytics on evolving investor trends for product types, product features, underlying assets, and strategies, to proactively address industry and client demands

• Achieve real-time risk analysis and portfolio management

Automated RFQ responses & order execution increase competitiveness & trading volumes

Page 4: Numerix Oneview Distribution · Numerix Oneview Distribution is an agile and scalable multi-dealer platform, bringing together product issuers (sell-side) and investors (buy-side)

BENEFITS FOR PRODUCT ISSUERS

Agility

• Vastly reduce time-to-market for structured products

• Swiftly respond to changing industry trends or client demands for new products

• Onboard any counterparty via multiple channels such as email, FIX protocol, and APIs

• Scale and customize the system to adapt to changing business requirements

Increase Profits & Market Share

• Improve market competiveness and market share of trade flow

• Increase revenues from substantially increased trading volumes

• Reduce operational costs – minimize manual processes and human intervention, so relationship managers and traders work more efficiently, and clients receive better service

Accuracy

• Accurate pricing, reporting and risk management, leading to better trading and risk decisions

Design new products quickly and easily, enabling fast time-to-market

Page 5: Numerix Oneview Distribution · Numerix Oneview Distribution is an agile and scalable multi-dealer platform, bringing together product issuers (sell-side) and investors (buy-side)

KEY FEATURES

• Comprehensive and flexible centralized data model and orchestration engine with enterprise analytics

• Support for all asset classes and any trade type

• Support for different client integration technologies

• Built-in FIX connectivity based on leading FIX Engine, Catalys from CameronTec

• Scalable design capable of handling large volumes of data, concurrent clients, independent requests

• Cloud- and grid-enabled for fast calculations

• High availability through support of multiple server processes

• Role-based intuitive workflow management and interactive web-based GUI

• Flexible deployment options:

– Fully hosted

– Fully deployed

– Hybrid

Flexible deployment options, including hybrid deployment (pictured)

Page 6: Numerix Oneview Distribution · Numerix Oneview Distribution is an agile and scalable multi-dealer platform, bringing together product issuers (sell-side) and investors (buy-side)

BENEFITS FOR PRIVATE BANKS

Private Banking clients receive significant value from using Numerix Oneview Distribution:

• Automated price discovery and order execution process, resulting in faster trade execution

• Indicative/pre-deal pricing for virtually any instrument to facilitate idea and strategy generation

• Independent valuations and risk management, to satisfy regulatory requirements

• Ability to aggregate and compare prices from different issuers, to help investors make informed and optimized investment decisions

The result: happier clients and stronger client relationships, leading to more business, higher margins, and better client retention for the Private Bank.

Providing Private Banks and their clients with the tools they need make better trading decisions

Page 7: Numerix Oneview Distribution · Numerix Oneview Distribution is an agile and scalable multi-dealer platform, bringing together product issuers (sell-side) and investors (buy-side)

Copyright © 2016 Numerix LLC. All rights reserved. Numerix, the Numerix logo, and CrossAsset are either registered trademarks, or trademarks, of Numerix LLC in the United States and/or other countries.

THE NUMERIX DIFFERENCE

Discover why sell-side and buy-side institutions use Numerix Oneview Distribution:

• Complete and seamless buy-side to sell-side workflow integration

• Comprehensive native analytics across all asset classes

• Flexibility in implementation options – fully deployed, hosted, or hybrid solutions

• Highly customizable user role-based workflows and intuitive user interface

• Highly configurable cross-asset analytics models

• Highly modular, future-proof design to suit the business and technology requirements

• Developed from the ground up with a leading regional financial institution, DBS Bank “ With Numerix, we have increased

productivity and profitability at the desk

while significantly improving service

quality to our customers.”

— Calvin Yeap, Former MD & Head of Equity Derivatives Trading

Overall #1Technology Vendor

#1 in Pricing and Analytics:Cross-AssetCreditForeign ExchangeRates

#1 in Risk Management:Market & Credit

Page 8: Numerix Oneview Distribution · Numerix Oneview Distribution is an agile and scalable multi-dealer platform, bringing together product issuers (sell-side) and investors (buy-side)

®

www.numerix.com

Numerix LLC

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