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Pricing Exotic Risk in Excel is a Problem
Sell-side desks rely on patchwork spreadsheets, tribal knowledge, and legacy tools to manage complex products — from vanilla interest rate swaps to custom notes and hybrid structures. Pricing is slow, risk visibility is patchy, and nothing integrates well with internal systems.
Where Desks are Bottlenecked
Traders reprice deals manually with inconsistent logic across desks
Structuring teams duplicate payoff models across tools and can’t reuse logic
Risk is calculated in delayed overnight runs or on disconnected platforms
CRM and front-office quoting tools don’t tie directly into pricing and risk logic
Desks struggle to scale custom product volume without adding headcount
Our Solution
We deliver an AI-powered pricing and risk layer that streamlines how sell-side teams quote, structure, and monitor risk across swaps, notes, and bespoke derivatives with outputs ready for execution, client delivery, or internal compliance.
Solution Components:
Product Ingestion Engine – Parses existing payoff libraries, Excel tools, and pricing templates
Payoff Logic Translator – Converts payoff structures into normalized code blocks for reuse
Pre-Trade Risk Engine – Real-time Greeks, scenarios, and hedging profiles per structure
Client Quote Generator – Instantly packages pricing + risk into client-ready outputs (PDF, feed, email)
Delivery Format – Structured data for CRM sync, internal dashboards, trade booking systems, or GenAI assistants
Common Use Cases
Ingest structured note template and automatically generate pricing variations by maturity or payoff
Calculate and update risk across 100+ live trades with instant PnL and hedge breakdown
Use AI agents to identify risk concentration across structured product books
Deliver consistent quote logic to sales in real time, instead of waiting on desk coverage
Business Outcomes
Reduce deal pricing time from 45 minutes to under 5
Enable full traceability of risk logic for compliance and audit
Increase structured product throughput by 4x without growing headcount
Deliver quote transparency and consistency across desks, even during volatility