Trade Management
All your FX transactions.
One source of truth.
Seamlessly track, analyse, and manage every trade in a central ledger.
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Simply drag and drop your confirmations in
Upload your XLS or PDF files to seamlessly process your FX trade confirmations.
All your FX trades in one place for your whole business
Keep all your FX data in one place with complete transparency and accuracy.
Features
Keep on top of your trades
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Multi currency support
A wide selection of major, minor, and exotic currency pairs.
View confirmations
Ensure accuracy and maintain a clear audit trail with organised documentation.
Drawdown
Keep track of when you drawdown your flexi forwards at the click of a button
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Trade Management
FAQS
Trade Management helps you keep track of every FX trade you've booked — the amounts, dates, rates, and counterparties — with total clarity and zero admin.
It simplifies trade reconciliation and reporting. No more spreadsheets or back-and-forth emails — just a single source of truth for your FX activity.
Yes. You can manually upload trades or import them in bulk. We're also working on direct integrations with leading FX providers to streamline the process even further.
Trades don’t change once booked, but you can edit or cancel them as needed. Everything you upload is reflected instantly in your Portfolio Manager and Valuations.
Pay low fees to
save on big margins
Reduce FX cost in minutes
