Currency Overlay Tool

Artificial Intelligence meets Expert Judgement

Are you providing FX hedges to clients? As an overlay service? Then you are aware of the challenges in this specialist field. Whether it is exposure calculation, execution processes, activity logging, transparency demands:  we understand. Our Currency Overlay Tooling can help you with all of these. It takes care of the daily repetitive tasks for you. Enabling you to focus on the expert judgement and value added parts of currency hedging

  • Automatic calculations
  • Activity Logging
  • Connect to trading

Transparency and Efficiency

It starts with data

Your clients have given you mandates. And you carefully log all mandate restrictions. It doesn’t matter where you log them, we can create a connection to your mandate data department or database. You can also log mandates directly into our tooling. Either way, we carefully map the parameters needed to execute your hedging strategy.  The same applies to authorization flows; these can be entered in a flexible way into the useradmin. Once that is done, we can connect to your portfolio admin and other data sources. We start pulling in the data and go through severe and strict testing protocols. To see if our calculations meet your expectations. Or exceed them. Only when you’re satisfied, we can start deploying the Currency Overlay manager within your organization.

Your dashboard

One view. All your mandates. Full control. You can see what you need to do now, what’s in progress and what’s coming up. From your dashboard you can zoom in. See why you need to take action, and what actions are proposed. You can change them or accept them, send for approvals and send to trading.

Regulation, risk, compliance and audit

The currency overlay tool is in full compliance with relevant regulation. And it has the built in transparency to prove it. All activities are logged. Enriched with the information relevant to the actitvity. With the authorisations properly set, the whole organization can rest assured that you’re in control. That risk, compliance and audit are in control. And you can prove it.

Request your demo

The perfect way to get to know our powerful and intelligent software. Easy to use on multiple platforms.

Request your demo

Cookies on MatchingLink
We and third-parties use cookies on our website. We use cookies for statistical, preferences and marketing purposes. Google Analytics cookies are anonymized. Your preference can be changed by clicking 'Change options'. By clicking 'Accept' you accept the use of all cookies as described in our privacy-statement.
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
Preference cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.
Statistic cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.
Marketing cookies are used to track visitors across websites. The intention is to display ads that are relevant and engaging for the individual user and thereby more valuable for publishers and third party advertisers.