SELL SIDE
Derivatives Automation for Sell Side Institutions
Scale client relationships without scaling operational overhead.
Grow OTC volumes without increasing workflow complexity
Managing the OTC lifecycle across extensive counterparty networks means your teams spend countless hours tracking bidirectional confirmation workflows through email, manually producing trade recaps, and managing high volumes of inbound and outbound files exchange. Every new client relationship multiplies this operational overhead while confirmation delays tie up capital that could be generating returns.
Float transforms these manual, client-specific processes into automated workflows that scale efficiently across your entire counterparty network.
Scale Client Relationships
Serve more counterparties with consistent service quality without proportional increases in operational overhead.
Operational Intelligence
Gain insights into processing times, exception rates, and operational efficiency to continuously improve your derivatives operations.
Accelerated Confirmation
Automate confirmation workflows and reduce aged unconfirmed trade backlogs
Unified Confirmation Management
Manage both inbound and outbound confirmation workflows through a single platform instead of disconnected processes.
Float for the Sell Side
Built for the scale of sell side operations, Float provides complete visibility into client workflows and eliminates manual processes across your counterparty network. Every feature is designed to reduce operational complexity, improve client relationships, and deliver insights that keep you ahead of issues.
OTC STP
Float Capture
Eliminate manual trade recap workflows by delivering trade terms to clients through straight through processing. Ensure immediate alignment with counterparties at T+0, reducing downstream breaks and manual intervention while accelerating the entire post-trade process.
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Bi-Directional Oversight
Float Confirm
Manage both inbound and outbound confirmation workflows through a single platform. Track confirmations you send to clients and process confirmations you receive from counterparties, gaining complete visibility into the entire confirmation lifecycle with automated matching and AI powered document review capabilities.
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Lifecycle Analytics
Float Measure
Analyze performance across the entire derivatives transaction lifecycle with comprehensive metrics. Track processing times, exception rates, counterparty responsiveness, and operational efficiency to identify optimization opportunities throughout your derivatives operations.
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API-Native Integration
Float Developer Platform
Replace fragmented, asset-class specific systems with a single integration that spans the complete transaction lifecycle. Our developer platform eliminates the need for custom client integrations while enabling seamless connectivity across your counterparty network.
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Ready to Transform Your Client Operations?
Schedule a demo
Join sell-side institutions that have moved from fragmented, manual operations to unified platforms that deliver superior client service while reducing operational overhead.