In its simplest form, EPIC is a reliable & user friendly data aggregation tool built with front office users in mind. It enhances existing workflows and ensures users can take advantage of every opportunity to engage clients by leveraging real time, targeted information.
The lack of standardized data has prevented the sell side from connecting systems used to send runs, see risk, book trades, view holders and log inquiries.
Coefficient goes to extreme lengths to normalize loan data and bring everything into one system.
A purpose built system tailored to the nature of client interactions and coveted intelligence in the loan space
Designed to facilitate rapid input of client data in a user friendly, sales orientated manner
All data (including history up to 10 years) can be stored in 1 database to allow continuous real time analysis and tracking
Quick navigation between screens.
a.) Client’s interests in a deal (i.e. Holdings, Trades, Axes, Client colour
b.) All client info on 1 page
Optimized user interface that gives greater control to the users and the firm and allows straight forward filtering, navigation (using links), grouping and summarization of info
Flexible in design to incorporate further data streams from internal or external sources as required to give Sales and Trading the best opportunity to service their clients needs
Suggest and respond to portfolio trades directly with a single client easily through a shared interface
Input runs
Send Runs to Bloomberg MSG/IB
Input Axes
Send Axes to Bloomberg MSG/IB
Log Client Inquiries
Manually Add Client Holdings
Communicate Axes from Traders to Sales
Book Trades
Available
Mark Positions
Available
View Desk Risk Metrics
Available
Executive Single Name Trades with Clients
Execute Portfolio Trades with Clients
Execute Dealer to Dealer Trades
Available
Available
Available
Available
Available
Available
2 EPIC can accommodate a variety of connection options including periodic flat files and real-time APIs at the discretion of each client
3 Subject to license verification, EPIC can incorporate third-party vendor data relating to loan data, pricing, and holders from a variety of vendors
Available = Optional feature available for an additional fee
Coefficient Markets developed the technology and workflow solutions in partnership with Etrading Software, a London based technology and managed services firm that specialises in building and managing multiparty financial workflows and technology, across the Fixed Income Market which solve for the challenges of the existing and future state of the market.
Coefficient Markets leverages Etrading Software’s technology development, platform business management, deep knowledge and expertise of the financial markets to deliver intuitive front office solutions, that can be seamlessly tailored and scaled across asset-classes and regions, to deliver for our clients.
Experience EPIC and EPIC Mirror firsthand
Our personalized demo will:
