Insight brings multi-platform order flow into a single, normalised view. Every fill, position and quote from both the LP and client side is ingested into one database, so dealing, analytics, operations, finance and the executive team all work from the same numbers: live risk, post-trade analytics, scheduled reporting and actionable recommendations, in one place.
Not three separate products, but connected views of the same trading activity. The platform runs as a continuous loop: understand what happened, see what is happening, and decide what to do next.
Because every platform is normalised into the same trade, position and account model, one screen shows the whole book, regardless of which venue each account sits on.
Forensic post-trade analytics. Every fill is ingested with its quote context, alongside balance, equity, margin and cash movements, for a complete history of your liquidity relationships, clients and book health.
The live book view. Net exposure, open positions, working orders, client equity and margin, aggregated across every book and venue. Breaches and unusual client activity raise alerts as they happen.
The decision engine. Hedging rules, auto-hedge execution, A/B-book routing guidance and traceable recommendations on which accounts to reclassify and which LP relationships to revisit.
Insight is designed around the questions dealers and teams actually need to answer, turning complex data into clear, actionable answers.
Configurable multi-horizon markouts on every client, LP and symbol, from two minutes before the fill to two hours after it. Save the groupings you visit time and again, then drill into the evidence you need to grade flow and renegotiate with liquidity providers.
Net positions, P&L, VaR, volume, commission and spread across every account, book and venue, split by client and hedge legs and pivotable on book, symbol type and account type. It is the page most desks leave open all day.
Detectors classify accounts (toxic, scalper, martingale, news trader, copy trader and more) with a confidence score and the evidence behind every match. Accept or reject, and the outcome feeds straight back into hindsight.
Retire the back office for commercials, the spreadsheets for markouts, the broker portals for reconciliation and the separate system for live monitoring. Each team sees the pages it needs, from the same data.
Exposure, VaR, hedging, signals and stress testing: everything needed to run a book under pressure.
See the desk view → AnalystsExecution quality, revenue attribution and win/loss studies across clients, symbols and LPs.
See the analyst view → OperationsLP registry, statements, reconciliation and execution analysis, with a change history on every edit.
See the ops view → FinanceEOD and date-range finance reports, plus revshare, rebate and CPA terms settled for the period.
See the finance view → Sales & partnersThe clients, volume and revenue each introducer brings, without access to the risk book.
See the sales view → ExecutivesA single-screen summary of the desk: live balances and period-to-date performance against prior averages.
See the executive view →More than forty pages across live risk, analytics, configuration, imports, reports and commercials. Everything is drillable and exportable, and filters live in the URL so a view can be shared as a link.
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We spent years running risk books and analysing trends, and kept meeting the same gaps in existing solutions. So we built our own, adding pages as real operational requirements demanded them. We know what it is to manage a book under pressure and exactly what you want in front of you to make fast decisions. Insight gives you actionable answers without the complexity, not high-level stats with no narrative.
What started on the desk now runs the whole firm. One platform supports dealing, analytics, operations, finance and executive roles, so a brokerage can retire the back office for commercials, the spreadsheets for markouts, the broker portals for reconciliation and revenue, and the separate system for live monitoring.
Book a 30-minute walkthrough and we'll map Insight to your own venues, books and clients.