Electronic & Algorithmic Trading
Design and improve electronic execution across order and execution management, routing, market access and connectivity.
Markets & Trading
Core Trading & Investment Platforms
Choose and implement platforms around the needs of the trading and investment business.
Overview
What this means for your business.
A platform investment shapes trading workflows, information and operational capability. The decision should connect product requirements and operating-model choices with integration, data and the cost of ownership.
Capmark helps banks, asset managers and superannuation funds select, implement and migrate trading, investment and treasury platforms. Our experience includes Calypso, Murex, Aladdin, Charles River, Fidessa, Bloomberg AIM and EMSX, Integral, OPICS, Fenics, Iress and Barracuda.
Engagements range from vendor evaluation to implementation across booking, valuation, risk, P&L and post-trade. For energy and commodity systems, see ETRM & CTRM Platforms.
What we do
The expertise we bring.
We define the target operating model first, then test each candidate against your products, volumes and trade lifecycle through scripted demonstrations using your own book. Total cost is assessed across licence, integration, support and upgrade cycles. The output is a recommendation the board can fund and a contract the vendor can be held to.
We migrate position keeping, valuation, intraday risk and P&L to the new platform, along with the investment and accounting books of record behind the desk. Migrations run in phases by asset class, with parallel running, reconciliation evidence and rollback points at every gate.
We design and deliver the workflows and integration architecture behind order flow, connectivity, compliance checks and downstream feeds. We hold the vendor to the build and run structured testing so cutover is controlled and live trading is protected.
We integrate collateral and margin workflows into the platform and test downstream feeds to confirmation, settlement, finance and reporting. Interfaces, reconciliations and cutover sequencing are planned as workstreams from the start.
We run user acceptance testing, parallel runs, phased go-live and hypercare, with front office, operations, risk and technology signed off at each gate. We stay until performance is stable and transition workarounds have been retired.
What to expect
A team shaped around the work.
A Senior Practitioner leads from day one. The first weeks assess the current platform estate and produce a target-state design agreed with front office, operations, risk and technology before any vendor commitment.
We then manage the vendor, oversee integration, run structured testing, coordinate cutover and stay through hypercare and desk adoption.
Engagements range from platform selection and target design to full build, migration, go-live and recovery of stalled implementations.
Clients can engage us for platform selection, a specialist implementation workstream or wider programme leadership.
01
Assess
Establish the current state, the constraints, the risks and the value at stake.
02
Define
Shape the target model and the business case with the executives who own the outcome.
03
Mobilise
Stand up the team, the plan and the governance around the outcome.
04
Implement
Design, build and test the change, with the business alongside.
05
Sustain
Cutover, hypercare and handover, so the business runs it under its own control.
The same five stages on every engagement, led by senior practitioners end to end. How we work
Impact
Results from relevant work.
15+
Trading and risk platforms implemented or enhanced
Trading and investment platforms selected, configured and deployed
Day 1
Senior-led delivery
Senior accountability across vendor and internal workstreams
Client result
Relevant client experience.
Capital Markets · Regulatory Transformation
MiFID II trading controls and infrastructure across six asset classes
Leading Investment Bank · Equities, Derivatives, Commodities, FX, Credit & Rates
We helped deliver trading controls and market infrastructure change across algorithmic trading, direct electronic access, market making, clearing, surveillance and best execution.
- 80+
- Venues with market-making agreements retained
- $50bn+
- Cleared derivatives volume supported
- 4
- MiFID II RTS obligations implemented (RTS 6, 8, 27 & 28)
- 6
- Asset classes brought under MiFID II trading controls
Read the case study
Insights
Related perspectives.
Get in touch
Discuss Core Trading & Investment Platforms.
Tell us what you are working through and the expertise you need.