Support

Support from the people who built it.

Help is built into the platform, not bolted on. Definitions sit beside every figure, alerts reach your team where they already work, and when you need a person you reach the dealers and engineers who built Insight, not a ticket queue.

Help on hand

The right people, in the channels you already use

Insight pushes what matters to your team as it happens, and the team behind it stays close to every deployment, so a question is answered by someone who knows your books, venues and configuration.

Alerts

Slack, Teams and email

Breaches, client flags, hedger activity and unfinished daily tasks are delivered to the channels your desk already watches, so nobody needs to be staring at a screen to know something has changed.

  • Slack channels per desk or alert type
  • Microsoft Teams for firm-wide notifications
  • Email for summaries and escalations
Our team

A direct line to the team

Our team is on hand throughout the trading week, with a direct line to the people who know your deployment. Questions about a figure, a page or a rule go to dealers and engineers, not a first-line script.

  • Shared channel with your desk
  • Answers from people who have run a book
  • Feature requests shaped into new pages
In the app

Definitions beside every figure

Tiles and statistics carry an ⓘ marker. Hover it for the definition, written against the exact figure on screen, so the answer to “what does this number mean?” is never more than a click away.

  • Metric definitions in context
  • Shareable links to any filtered view
  • CSV, Excel and PDF exports
Onboarding

A simple, structured route to go-live

We connect your stack, configure the platform around how your desk already works, and validate every figure against your own records before you rely on it.

01 Discovery

Map your stack

We review your platforms, bridges, liquidity providers, books and the questions each team needs answered.

02 Connectivity

Connect your venues

Client platforms, bridges, FIX sessions and LP APIs are connected and normalised into one model, with custom connectors where you need them.

See integrations →
03 Configuration

Set up books and rules

Accounts, symbols, LP mappings, account classes, client flag triggers, hedge rules and role-based access, configured with you.

04 Validation

Reconcile against your records

Positions, revenue and LP statements are checked against your own reports, so every figure is trusted before go-live.

05 Go live

Train each team

Walkthroughs for dealing, analytics, operations, finance and executives, each on the pages their role uses.

06 Ongoing

Grow with your desk

Continued support, new venues as you add them, and new pages built around real operational requirements.

Dealing desk support

Experienced dealers, when your desk needs them

Add dealing desk support staff who are experts in the platform and in running a book. They work with you on your preferred strategy for managing the book, following your hedging rules, risk limits and escalation paths.

Use them to cover the trading hours where your own staffing is thin, or on an ad-hoc basis for holiday and sickness cover, so the book is never left unwatched.

Scheduled cover

Thinly staffed sessions

Regular cover for the hours your team cannot staff: overnight, early Asia or weekend opens.

Ad-hoc cover

Holiday and sickness

Book cover when you need it, from a team that already knows your configuration.

Your strategy

Your book, your rules

Agreed in advance with you: what to hedge, when to escalate and who to call.

Get started

Talk to us about onboarding and support.

Tell us about your desk, your venues and your coverage, and we'll put together the right onboarding plan.

Talk to the team → See integrations