Solutions

From what happened to what happens next.

Insight is organised as a continuous loop of three lenses on the same flow data. Each lens answers a different question at a different moment in the trading day, and all three read from one single source of truth.

The insight loop hindsight feeds insight, insight drives foresight, and foresight feeds back into hindsight, all on one data model. One data model every fill · position · quote MEASURE & FEED BACK hindsight LOOK BACK insight LOOK NOW foresight LOOK AHEAD
The process

Look back. Look now. Look ahead.

The three lenses are not separate or modularised products. They are connected views of the same trading activity, taking the desk from understanding what happened, to seeing what is happening, to deciding what to do next.

01 hindsight · capture & explain

Understand what happened

Every fill is ingested with its quote context; positions, balance, equity, margin and cash movements are stored alongside. Markouts and attribution turn raw history into evidence about your liquidity relationships, clients and book health.

MarkoutsRevenue AnalysisAccount AnalysisPrice History
Explore hindsight →
02 insight · monitor & understand

See what is happening

Net exposure, open positions, working orders, client equity and margin, aggregated across every book and venue and refreshed continuously. Breaches and unusual client activity raise alerts with the context to act on them.

ExposureVolatilityPrice FeedsHedger
Explore insight →
03 foresight · decide & act

Decide what to do next

Signals, stress tests, VaR and hedging rules turn the live picture into action, with traceable recommendations on which accounts to reclassify and which LP relationships to revisit.

SignalsStress TestValue at RiskRecommendations
Explore foresight →
Then the loop starts again. Every action taken in foresight feeds back into hindsight, where its outcome is measured, so each decision starts from better evidence than the last.
Who it's for

Built by traders. Used by the whole firm.

Insight was built by dealers with years on the desk, around the questions they repeatedly could not answer with existing tools. But a brokerage runs on more than its dealing desk.

The same data serves finance, operations, sales and the executive team, so one organisation can retire the back office for commercials, the spreadsheets for markouts, the broker portals for reconciliation and the separate system for live monitoring.

The desk

Dealers & risk managers

Live exposure, hedging, order flow and client behaviour: everything needed to run a book under pressure.

  • Exposure: net positions, P&L and VaR across every book and venue, sub-second.
  • Value at Risk: VaR and expected shortfall for any slice of the book, at any horizon.
  • Stress testing: replay a market move through the live book before it happens.
  • Hedging: a rules engine and auto-hedge execution, with a killswitch.
  • Signals: per-symbol signals and signal-driven skew, backtested on your flow.
  • Volatility & price feeds: whether a move is normal, and whether every feed is fresh.
  • Client flags: toxicity, machine-gun dealing and copy trading, with an audit trail.
  • Order blotter: every fill with its quote context and markout curve.
Analysts

Every type of analytics

Markouts, execution quality, revenue attribution and win/loss studies.

  • Markouts & Custom Markouts
  • Revenue Analysis on a $/M and $/lot basis
  • Trade, Account & Symbol Analysis
  • Win/Loss and Hedger Analysis
  • Spread and Price History
Operations

Configuration & best execution

Account and symbol configuration, the LP registry, and statement and swap imports.

  • Best Ex: time to fill, slippage and spread
  • LP Statements and position reconciliation
  • LP Registry and symbol mappings
  • Accounts, Symbols and swap rates
  • Daily Tasks and the Task Manager
Finance

Reports & commercials

Revenue, commercial terms, EOD reporting and reconciliation.

  • Finance reports: EOD or date range, in CSV, Excel or PDF
  • EOD Account Reports, opening to closing
  • Commercial terms: revshare, rebate and CPA
  • Commercial Analytics: payable and receivable
  • Revenue Analysis, anchored to the accounting day
Sales & partnerships

Affiliate views

Each introducer's book as their partner portal shows it, with nothing from the dealing desk.

  • Payouts: rebates, revshare and CPA by account
  • Quarter to date against last quarter, at the same point
  • Client activity: new, active and earning accounts
  • Active campaigns and their tier ladders
Executives

The homepage

A single-screen summary of the desk, with each tile linking to the page that owns the detail.

  • Live balances: client equity, credit and margin
  • Performance against prior-period averages
  • P&L seasonals and the top clients
  • Today, WTD and MTD at a click
Access

Each team sees only its own pages

Access is defined centrally by role. What is not permitted is hidden from the navigation rather than shown and refused, and some pages render read-only below administrator. Commercials and Hedging are optional modules, enabled per deployment.

AdminDealerAnalystOperationsFinanceExecutiveManagerDevUser
Built by dealers, for dealers

Answers with a narrative,
not statistics without context

The team spent years managing risk books and analysing trends, and built Insight to close the gaps they kept meeting in existing solutions.

01

Designed around real questions

Every page starts from a question the desk actually needs answered, not from a metric that happens to be easy to compute.

02

Evidence behind every number

Summary tiles open the underlying rows, and recommendations carry the figures and thresholds that produced them.

03

Built from real requirements

New pages are developed around real operational requirements, so the platform grows the way your desk works.

Get started

One platform for the whole firm.

Book a 30-minute walkthrough and we'll show each team what Insight looks like on your own venues, books and clients.

Request a demo → View toolkit