BUY SIDE
Derivatives Automation for the Buy Side
Transform manual post-trade workflows into automated, unified operations that scale with your trading activity.
Trade more without increasing operational complexity
Your teams spend countless hours translating between structured and unstructured data, chasing confirmation documents over email, and reconciling trade terms across disconnected systems. This manual overhead compounds with every new trade and counterparty relationship, creating operational bottlenecks that constrain your business growth.
Float transforms these fragmented workflows into unified, automated operations that scale with your trading activity instead of limiting it.
Reduce Risk
Eliminate post-trade breaks and manual errors that create costly breaks across the transaction lifecycle.
Scale Efficiently
Handle increased OTC trading volume while reducing operational complexity.
Complete Operational Visibility
Track counterparty performance, identify process bottlenecks, and optimize team efficiency with comprehensive analytics.
Seamless Integration
Keep portfolio management systems and downstream platforms synchronized in real-time across your OTC lifecycle.
What Sell Side Customers
Say About Float
Float AI genuinely understands complex structured products. We're finally confident our trade records match what the dealer sees, without relying on email based reconciliation processes.
During a recent volatility spike, our confirmation volume doubled overnight. There's no way we could have handled that increase without Float - our team would have been completely overwhelmed.
Float actually listens to what we need and builds it with us. Most vendors either ignore our input entirely or disappear for months only to deliver something that has nothing to do with our actual workflow.
Float for the Buy Side
Float's end-to-end platform eliminates operational fragmentation by connecting trade capture through confirmation processing and operational analytics.
T-0 Affirmation
Capture
Receive complete and accurate trade terms directly from dealers through a single interface. Compare trade terms with internal bookings or book directly from dealer records to ensure complete alignment with your counterparties at T+0, reducing risk and eliminating downstream breaks.
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Intelligent Confirmation
Confirm
Automate confirmation processing across all asset classes with AI that understands complex derivatives. Float automatically extracts economic terms from dealer confirmations and compares them directly with your trade records. The platform validates confirmation language against pre-approved clause libraries and compares documents against standard templates, flagging any discrepancies for review.
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Operational Analytics
Measure
Understand confirmation performance with comprehensive analytics across counterparties, instruments, and team workflows. Identify bottlenecks before they impact operations and optimize resource allocation based on actual workload distribution.
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Seamless Integration
Developer Platform
Float's developer-first platform integrates with existing infrastructure without disrupting operations. Embed Float capabilities directly within internal systems, creating workflows that fit your requirements. Built for enterprise environments where cross-asset adoption and real-time connectivity are essential.
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Ready to Transform Your Post-Trade Operations?
Schedule a demo
Join buy-side firms that have moved from manual, email-driven workflows to automated, scalable operations that grow with their business rather than constraining it.