FinIQ is a market leader specializing in software solutions for Wealth Management Structured Products. Our system adds significant scalability to the structured products business through improved product distribution and automated post-trade event management. FinIQ is committed to delivering leading-edge products and services to its clients.
The FinIQ System is an end-to-end centralized STP solution that handles a range of structured products and supports large volumes generated from retail & private banking networks. It handles everything from real-time pricing, back-solving, price publishing, order taking, deal capture, termsheets, confirmations, advices, amendments, new product creation, restructuring, redemptions, barrier triggers, exercises, payouts, settlements, accounting, customer relationship and overall workflow management. It also easily connects to a bank's other core systems for option position keeping, deposit management, settlements and accounting.
The product is designed to handle the complexity of a treasury environment as well as the huge volumes coming from wealth management distribution, and can be customized very easily to add new financial products.
FinIQ offers an integrated solution for the following financial products that may be installed jointly or separately.
The above is complimented by a list of generic services and value-added modules as follows: