ipushpull specialises in real-time trading data sharing and workflow automation through the trade lifecycle with their no-code configurable platform. Used across sell-side, buy-side, and front-to-back office.

Use cases:

Trade Capture & Booking:

Automate capture and input of trade confirmations from chat, emails and all other sources. Automate enrichment and booking of trades to your deal management platform. Automate reporting of trades for compliance and best execution.

Quote Hub:

Aggregate counterparty prices and orders omni-channel, across Excel, chat or API to map liquidity into a virtual marketplace. Reduce manual tasks, expand your range of counterparties, and spot more trade opportunities. Improve price discovery, reduce manual tasks and eliminate errors.

Data On-Demand & Notifications:

Your data is available to investors or chosen counterparties on-demand in any chat platform. Automated portfolio statements are delivered to recipients’ chat or email.

Workflow Monitoring:

All your live messages, across all platforms, captured, standardised and stored in ipushpull Warehouse. Monitor messages in real time across your fund in easily configurable views with automated alerts for priority portfolios, funds and investors.

Service Analytics:

A central dashboard to analyse your messages and interactions across all platforms.

Monitor your counterparties historically and track your KPIs.