Tailored to Your
Business Model

We cost-effectively deliver the functionality you need using our Motion Platform

Browse by trading strategy Browse by functionality
Credit & Distressed DebtCLO/CDO ManagerFixed IncomeEquities & Listed
  • Derivatives and Structured Products
    Integrated security master supporting range of credit derivatives including CDS, indices, bank debt, tranches, bespokes, CDO and CLO.
  • Issuer and Ratings Data
    Source issuer level reference and ratings data from multiple third party market data vendors.
  • Concentrations & Trading Limits
    Combine industry standard and client designed pre/post trade compliance rules. Set min, max and targets by fund or portfolio. Monitor and report on allocation and compliance exceptions.
  • Performance & Strategy Analysis
    View performance at firm, fund and issuer levels. Enrich portfolio and risk views with the attributes that are meaningful to your firm. Real-time market data feeds allow portfolio managers to monitor and take action.
  • Streamline Trade Processing
    Integrate directly with affirmation platforms. Automate daily sending of trade activity to back office systems, fund administrators and custodians.
  • Multi-Vendor Loan Security Master
    Integrated security master that provides centralized view of loan universe across multiple third party market data vendor sources.
  • Issuer and Ratings Data
    Source issuer level reference and ratings data from multiple third party market data vendors.
  • Concentrations & Trading Limits
    Combine industry standard and client designed pre/post trade compliance rules. Set min, max and targets by fund or portfolio. Monitor and report on allocation and compliance exceptions.
  • Performance & Strategy Analysis
    View performance at firm, fund and issuer levels. Enrich portfolio and risk views with the attributes that are meaningful to your firm.
  • Streamline Trade Processing
    Automate daily sending of trade activity to back office systems, fund administrators and custodians.
  • Multi-Asset Functionality
    Integrated security master supporting range of fixed income instruments including IR futures, corporates, bank debt, loans, asset backed, TBA's, swaps and swaptions.
  • Rules-Based Trade Allocations
    Client designed pre/post trade allocation rules. Monitor target vs actual allocations. Report on allocation exceptions.
  • Electronic and Voice Trading
    A centralized platform for capturing trade activity. Turn key integration with affirmation platforms including Bloomberg VCON and Markit.
  • Performance & Strategy Analysis
    View performance at firm, fund and issuer levels. Enrich portfolio and risk views with the attributes that are meaningful to your firm.
  • Streamline Trade Processing
    Automate daily sending of trade activity to back office systems, fund administrators and custodians.
  • Global Macro
    Multi-Asset Functionality Integrated security master supporting equity, FX, commodities, rates and credit.
  • Real-Time P&L
    Real-time market data feeds allow portfolio managers to monitor portfolios and take action.
  • Flexible Risk Attribution
    Enrich portfolio and risk views with the attributes that are meaningful to your firm. Decompose portfolios at the strategy and sub-strategy level.
  • Operations & Control
    A unified platform that incorporates pre-trade compliance, limits, allocation rules and trade workflow for operations and back office.
  • STP to Service Providers
    Automate daily sending of trade activity to back office systems, fund administrators, custodians and prime brokers.
  • Order Management
    Multi-stage trade capture and control on a centralized platform. Portfolio re-balancing tools. Integration with execution management systems.
  • Real-Time P&L
    Real-time pricing and intra-day P&L. Dynamic portfolio and position level monitors.
  • Client defined attribution analysis
    Enrich portfolio and risk views with the attributes that are meaningful to your firm. Risk decomposition and PL attribution.
  • Operations & Control
    A unified platform that incorporates pre-trade compliance, limits, allocation rules and trade workflow for operations and back office.
  • STP to Service Providers
    Automate daily sending of trade activity to back office systems, fund administrators, custodians and prime brokers.
Order ManagementAllocations & CompliancePortfolio ManagementRisk
  • Multi-Asset Class OMS
    A unified order management platform for both listed products (equities, futures, FX) and derivatives (equity, fixed income, credit).
  • Client Driven Trade Workflows
    Trader and operational workflows are tailored to the client's specific business process.
  • Voice and Electronic Trading
    A centralized platform for capturing all of a firm's trading activity. Turn key integration with affirmation platforms including Bloomberg VCON and Markit.
  • STP to Service Providers
    Automate daily sending of trade activity to back office systems, fund administrators, custodians and prime brokers.
  • Rules-Based Allocations
    Client designed trade allocation rules. Configure different allocation rules by product or fund.
  • Dynamic Compliance and Limits
    Combine industry standard with client designed pre/post trade compliance rules. Monitor concentration and trading limits.
  • Breach Notifications
    Real-time compliance and allocation exception reports.
  • Controls and Permissions for Trade Authorization
    Flexible permissioning scheme enables a firm to control trade authorizations at the user, fund levels.
  • Security and Price Master
    Integrated security master supporting equity, FX, commodities, rates and credit. Consolidated security, reference and market data across multiple data sources.
  • Real-Time P&L
    Real-time pricing and intra-day P&L. Dynamic portfolio and position level monitors.
  • Client Defined Attribution Analysis
    Enrich portfolio and risk views with the attributes that are meaningful to your firm. Risk decomposition and PL attribution.
  • Time Series and Static Portfolio Views
    View multi-period, time series analyses. Advanced charting and pivot tables. Export to Excel, PDF.
  • STP to Internal and 3rd Party Service Providers
    Automate daily sending of trade activity to back office systems, fund administrators, custodians and prime brokers.
  • Market Standard Analytics
    Integrated valuation and risk analytics via Numerix.
  • Portfolio Level Risk Monitoring
    Real-time pricing and intra-day PL. Advanced charting and pivot tables. Export to Excel, PDF.
  • Client Defined Attribution Analysis
    Enrich portfolio and risk views with the attributes that are meaningful to your firm.
  • Risk Decomposition & Explains
    View summary level risk reports and drill down into individual results to gain detailed insight.
  • User Driven Stress and Portfolio Shocks
    Risk managers can define their own risk scenarios. Dynamic views that show biggest winners/losers across all scenarios.
  • Market Standard Analytics
    Integrated valuation and risk analytics via Numerix.

The Motion Platform

With functionality spanning order and trade management, compliance, portfolio management, and risk, the Motion Platform can solve challenging problems others can’t.

See it in Action