Capital Markets
For Capital Markets firms, brokers and investment companies, Cube Finance provides specialized solutions designed to support trading operations, market risk monitoring and pre-trade risk controls across listed derivatives and complex investment strategies. Whether supporting execution-only business models or discretionary portfolio management activities, Cube solutions enable institutions to measure exposures, calculate margin requirements, perform scenario analysis and monitor trading risks using methodologies aligned with major clearing houses and regulated market infrastructures.
How Cube Finance Supports Capital Markets
Core capabilities designed to support trading operations, market risk analytics, margin calculation and pre-trade controls across listed derivatives, complex option strategies and investment portfolios.
- Portfolio monitoring across discretionary, advisory and proprietary mandates
- Consolidation of positions, cash balances and exposures across multiple custodians and brokers
- Performance measurement and portfolio analytics
- Look-through analysis across funds, structured products and derivative positions
- Flexible integration with execution, accounting and reporting infrastructures
- Real-time margin calculation before order execution
- Pre-trade validation of exposures, limits and trading constraints
- Margin impact simulation for complex option and futures strategies
- Support for proprietary risk rules and internal control frameworks
- Seamless integration with existing trading and order management platforms
- VaR calculation, stress testing and scenario analysis
- Market risk monitoring across listed derivatives and cash instruments
- Margin calculations based on methodologies aligned with major clearing houses
- Analysis of complex option strategies and multi-leg positions
- Monitoring of concentration, exposure and liquidity risks
- Self-service creation of risk, trading and management reports
- Scenario analysis and exposure reporting
- Automated distribution of operational and management reports
- Flexible dashboards supporting trading and risk oversight activities
- Consolidated reporting across portfolios, desks and trading strategies
- Integration with trading platforms, OMS and execution systems
- Connectivity with brokers, custodians and market data providers
- Flexible data exchange supporting real-time and batch processes
- Rapid deployment without replacing existing infrastructures
- Centralized data orchestration across trading, risk and reporting environments
Operational Challenges of Capital Markets
How Cube Finance addresses these challenges
Cube Finance provides specialized solutions designed to support trading operations, market risk oversight and pre-trade control processes across listed derivatives, complex option strategies and multi-asset portfolios. Through Cube Risk, Cube Pre-Trade and Cube APIs, firms can strengthen risk governance, automate margin calculations and integrate advanced risk controls within existing trading infrastructures.
Why Capital Markets Firms Choose Cube Finance
The selection of technology solutions for Capital Markets firms depends on the ability to combine advanced risk analytics, trading controls and operational flexibility within existing trading environments. Institutions require accurate margin calculations, robust pre-trade controls and seamless integration with execution platforms while maintaining the agility needed to support evolving trading strategies and market structures.
Supports market risk measurement using VaR, stress testing, scenario analysis and methodologies aligned with major clearing houses and regulated market infrastructures.
Validates margin requirements, exposures and trading constraints before order execution, helping firms strengthen risk governance and operational controls.
Provides advanced analytics for listed derivatives, complex option strategies and multi leg positions across multiple asset classes.
Integrates seamlessly with OMS, EMS, trading platforms, brokers and market data providers through Cube APIs.
Allows firms to deploy Cube Risk, Cube Pre-Trade or Cube PMS independently or as an integrated ecosystem supporting different business models.
Automates risk calculations, monitoring activities and reporting processes while reducing manual intervention.
Supports growth in trading volumes, products and strategies without requiring the replacement of existing technology environments.
Typical Use Cases
Calculation of initial and maintenance margin requirements across listed derivatives portfolios using methodologies aligned with major clearing houses.
Verification of margin impact, exposures and trading constraints before order execution to prevent limit breaches and support risk governance.
Risk analysis and scenario testing of complex option strategies, multi-leg positions and volatility-based trading structures.
Continuous monitoring of market exposures, concentration risks, liquidity profiles and portfolio sensitivities across trading activities.
Integration of risk controls and analytics within existing OMS, EMS and execution platforms through Cube APIs.
Explore how Cube PMS supports your Capital Markets Firms.
Request a personalised demo to explore how Cube Risk, Cube Pre-Trade and Cube APIs can be configured to support your operating model and business requirements.