Scale client relationships without scaling operational overhead
Managing the derivatives lifecycle across an extensive client base means your teams spend countless hours matching documents manually reviewing paper confirmations, and coordinating status updates through email chains. Time is wasted creating weekly reports while keeping diverse client workflows synchronized requires constant manual intervention. Every additional client multiplies this operational intensity.
Float transforms these manual processes into automated workflows that scale with your client base.
Automate Client Workflows
Automate matching and streamline document review processes across complex client portfolios.
Unified Client Management
Manage trade lifecycles across your entire client base through centralized dashboards.
Automated Client Reporting
Replace manual Excel and PowerPoint reporting with real-time dashboards that clients can access directly.
Scale Service Delivery
Handle more client relationships with improved service quality without proportional increases in team size.
What Fund Admins
Say About Float
We automated document matching across our entire client portfolio. Each client has different standards, but Float handles them all - we've eliminated hours of manual work per client per week.
The AI accurately extracts terms from the most complex derivatives. We catch discrepancies in minutes instead of hours, which our clients really value.
Our clients love the real-time visibility into their confirmation status. We've replaced weekly Excel reports with live dashboards they can access anytime.
Float for Fund Administrators
Built for the complexity of fund administrator operations, Float automates manual processes across your entire client portfolio while providing the transparency and reporting capabilities your clients expect.
Client Trade Alignment
Float Capture
Ensure accurate trade alignment across all client portfolios through automated connectivity with dealer networks. Eliminate the need for manual affirmation processes by providing immediate access to complete dealer trade records, reducing breaks across your entire client base and removing manual reconciliation work later in the process.
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Document Review Automation
Float Confirm
Automate document to trade matching and confirmation review workflows with AI that automatically extracts economic terms and compares them against client trade records. Perform client-specific legal language checks against pre-approved clause libraries and document templates for each client relationship.
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Automated Reporting
Float Measure
Manage confirmation workflows across your entire client base through unified dashboards. Generate automated client reports with real-time status updates, dispute tracking, and process metrics without manual Excel compilation.
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Programmatic Integration
Float Developer Platform
Connect Float capabilities with existing fund administration systems through comprehensive APIs. Enable seamless data flow between client reporting systems and operational workflows without disrupting current infrastructure.
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Ready to Scale Your Client Operations?
Schedule a demo
Join fund administrators who have transformed manual, client-specific processes into automated workflows that deliver consistent service quality across their entire client portfolio.