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Built around a distributed database for structured products to store, retrieve and consolidate reference data
Data can be imported from a variety of sources by interfaces such as API, or manually captured in the Product Platform. We support the implementation of custom interfaces for client specific requirements
Imported data is mapped, consolidated and unified
Data can also be used for document generation or displayed on websites
Data can also be used for document generation or displayed on websites
Our market-leading document automation platform is designed to cut legal costs, deliver time savings and reduce drafting errors
Develop fully automated templates for fact sheets, term sheets, pricing supplements and other documents for structured products and OTC derivatives
We offer both self-service and fully outsourced template management creation services
Platform controls and permission structures enable code reviews and approvals at each milestone
Users can work on templates, features and bug fixes simultaneously, without interfering with each other
Developed with the backing of the PRIIP Cloud consortium of Tier 1 manufacturers
European and UK KID market-standard templates in 22 languages
Support for thousands of payoff variations across structured products and OTC derivatives, showing key features, risks, rewards and costs
Automatic data feeds for distribution of documents and metadata to distributors and data vendors
Ongoing maintenance and risk indicator calculations for secondary market KIDs (500,000+ ISINs a day)
Ensure easy distribution of market data across all relevant industry partners, QuoteHub manages and updates dozens of interfaces
Market data distribution to providers such as Bloomberg, Refinitiv, FactSet, SIX, VWD, Stock3, Finanzen.Net
Ultra-low latency and high throughput of more than 200,000 ticks/second as well as cost-effective bundling and shared connectivity
Consume market data directly from the issuer
Rule-based price distribution to other market participants
Free access to intuitive browser-based GUI and REST API for distributors and investors and extensive pan-European connectivity to third party hubs and other data vendors
Retrieve MiFID II ex post costs & charges data, including corrections, with full ex post history downloadable for prior 18 months
Retrieve related MiFID II and PRIIP metadata (target market, ex-ante costs, SRI, performance scenarios etc)
Templates aligned with industry-standard FinDatEx EMT-V4, EPT-V2 and EET-V1.1
Provide distributor feedback on sales outside defined target market in multiple formats
Provides access to customer reports delivering an in-depth understanding of the market, including volumes, trends, league tables and data-driven research
Market intelligence on market size, opportunities, and trends for structured product manufacturers
Index providers can understand their market shares, track index performance and find new opportunities
Provides reference data and lifecycle management, as well as intelligence on growth opportunities and market share
We cover all data points from distribution to dates, and from volumes to life-cycle management, including coupons
Structured product issuance platform with integrated document generation and lifecycle functionalities
Integration with other parts of the WSD platform allow clients to utilize a professional issuance platform with custom branding without having to invest the time and resources necessary to develop one
Database of all products on current offer, allowing your clients to conduct back-testing and submit their interest along with specific amounts to invest
Product builder tool to design customized deals and request live pricing from different issuers for a broad range of common payoffs
Seamless integration with existing settlement systems and other back-office administration tools
Reduce operational risk and enhance productivity using our key event and document routing and approval solution
Management dashboard provides a detailed overview including key performance indicators
Customizable steps for unique issuance and lifecycle workflows based on regional and issuance programme requirements
Automate the routing of documents to internal and external stake-holders for review and approval
Automatic reminders to save time and ensure prompt sign-offs, including a multi-layered user permission model to restrict access and editing rights
Automatically file pricing supplements and free writing prospectus with the EDGAR system of the U.S. Securities and Exchange Commission
Create, edit, automatically convert, and submit SEC filings within a single STP platform with the availability of instant SEC proofs
Craft specific templates to effortlessly support multiple types of documents; convert .docx files into EDGAR specific code
Comprehensive set of APIs for seamless integration, we also support email and a dedicated dashboard
Seamlessly integrates with WSD’s suite of document and workflow automation solutions
Proprietary AI model running on our own NVIDIA infrastructure
Assistance with creating XMLs for new products and features plus support in relation to the coding of system integration/APIs
Integrates with a wide array of WSD APIs and services
Ability to generate KIDs in different languages and explain the performance scenarios and summary risk indicator
System monitoring to confirm what the root cause is during application outages
We create bespoke structured products websites, with a strong emphasis on coordinated formatting structure in charts and texts
Our development team manufactures quality sites befitting global banking and financial institutions efficiently with agile development and project management oversight
We align solutions to optimize a platform with a fully integrated UI and UX experience
We ensure an uninterrupted operational status with an eye for details, continuous improvement and daily monitoring of all feeds
Our Smart Search tool (ivestor) can query millions of products in less than a second and can be easily integrated as a customisable add-on on websites
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