Perspectives on the systems that run financial markets.
Practical articles from our engineers and specialists for executives, operations teams and technology leaders.
Browse by topic.
Market infrastructure
What a modern post-trade system must handle
Matching a trade takes a fraction of a second. Recording what it changed, correctly and for good, is where the real work begins.
Read articleClearing and settlement, explained for decision-makers
Netting, settlement instructions, fails and multiple currencies: what happens between a trade and the moment money and securities actually move.
Read articleInside a trade matching engine
Order books, matching, supervision, and why registry and corporate actions belong close to trading.
Read articleBrokerage
Choosing an online trading platform for your brokerage
What clients expect from a trading screen today, and what the brokerage needs behind it.
Read articleDigital onboarding in seven steps
How electronic KYC and e-contracts shorten account opening without weakening controls.
Read articlePre-trade risk controls: what a broker must check before an order reaches the market
Buying power, credit lines, position limits and price bands, and why they belong in one order management system.
Read articleOffering derivatives: what a brokerage system must process
Exercise, assignment, expiry, premium and margin: the events equity systems were never built for.
Read articleAsset management
Running a mutual fund registry without data conflicts
Why the registry and the back office drift apart, and how to keep one trusted record.
Read articleWhat an asset manager’s core system should cover
Portfolios, end-of-day operations, fees and the general ledger: the work behind managing other people’s money.
Read articleTaking fund investors online: subscriptions, redemptions and ETF trading
What investors expect from a fund portal today, and what has to happen behind it.
Read articleA single view of risk across funds and portfolios
Why risk spread across spreadsheets is hard to manage, and the five areas a risk system should bring together.
Read articleMarket development
Financial operations
Enterprise
Monitoring news and social media in real time
A story can start on a news site and trend on three platforms within an hour. Here is how organizations keep up.
Read articleOne workspace for projects, tasks and teams
Why moving between separate tools slows teams down, and what a single workspace should include.
Read article