EGAR NoCode Structured Products and Digital Assets

From structuring to sales to risk, EGAR NoCode makes onboarding and managing complex products seamless.

Solution Category
Individual Solution Integrations
Website

About this app

EGAR NoCode Structured Products and Digital Assets allows Financial Institutions to add and manage financial products without coding, by combining the convenience of Excel with real-time data access, enterprise security tools, and client-facing tools like documents and workspaces. It includes specialized modules and integrations to help manage structures, price products, market to clients, and execute seamlessly.

It is more important than ever that businesses begin transforming their operations to become increasingly digital and agile to maintain a competitive advantage. Consumers are investing in the Structured Products and Alternative Assets (e.g., crypto), so banks must embrace the latest technological innovations.

Add new products easily

With the NoCode product template, all you need to do is specify the product’s attributes (e.g., price, volume, call or put, lot #, lot size, pool, etc.) and the system will automatically build a data model and make it accessible in your Finastra (and other) systems. Define custom lifecycles for products to secure your edge, whether it’s speed, derivatives expertise, risk practices, or anything else.

Be flexible

Alleviate risks caused by siloed execution platforms, rigid risk systems, and incomplete reporting. With EGAR NoCode SPDA, new products and pricing models are automatically available across your infrastructure, you can execute trades with a click of a button and have them booked on different platforms simultaneously. With versioning control, all trade data and pricing models will be available in Risk systems and across reports, exactly as they were when you booked the trade.

No limitations on reports and document generation

Communicate with and market to clients through any channel you prefer (email, text, BBG chat, Symphony, etc.). Reports can be generated through the integrated reporting service, your current reporting service, or Finastra’s. Documents (think term sheets) can be output into PDF, MS Office, or XML. Reports are integrated with Excel and Finastra’s reporting tools.

Building blocks

Instruments

Get information about instruments and their classifications

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