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Kofax Optitrade




Maximize Global Trading Efficiency and Streamline Financial and Regulatory Processes

The need for post-trade services arises after any trade, regardless of whether the parties trade over an exchange or over the counter (OTC), and whether the trade involves domestic or international securities. Especially important in non-standardized markets (such as OTC), post-trade processing verifies the details of a transaction. And since markets and prices move quickly, transactions must also be executed quickly, which raises your risk of potentially costly errors.

Kofax Optitrade provides optimized global trade management for financial services institutions, including financial message handling, transaction matching, reconciliation and workflow solutions. Whether you are the buyer or the seller of securities, the solution enables you to verify trade details and sort out any mistakes, approve the transaction, change records of ownership and arrange for the transfer of securities and cash. If you are a broker or an investment manager, you can easily manage, monitor and measure all of your securities and cash transactions.

The suite of international trade management solutions can be deployed separately or together with the Kofax TotalAgility platform. The software platform enables you to combine multichannel capture, process management, information integration, customer communications, mobility, e-signature, and process intelligence and analytics capabilities, helping you solve your First Mile™ challenges of effectively processing real-time, information-intensive customer interactions.

Speed Processing and Minimize Exceptions

Automate trade confirmation processes and enable straight-through processing (STP) for quicker trades. Minimize exceptions and speed resolution.

Reduce Risk and Increase Efficiencies Via Automation

Reduce errors and non-delivery by automating the distribution of transactions across the enterprise, and eliminate the need for manual keying between applications and networks.

Improve Accuracy and Settlement Performance

Improve accuracy in the trade verification process by reducing the need for manual data extraction, and reallocate knowledge workers to more efficient tasks. Reduce settlement fails and improve overall settlement performance.


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