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Perhaps someone can help me with a related capability. I am looking for a tool to administer and query the price of structured products (options, securities, in
by zaidmo 14y ago
Perhaps someone can help me with a related capability. I am looking for a tool to administer and query the price of structured products (options, securities, indices, etc)
On the administration side: Manage which clients, have been sold which products, value of the product (notional/sold value) and maturity date.
On the valuation side: link to treasury and banking systems, and various price feeds to determine current value of structured product.
Is there anything off-the shelf that any of you are aware off?
- photon137 14y agoHow advanced and how expensive? Numerix (http://www.numerix.com/products-and-services http://www.numerix.com/products-and-services) is one. I've used them before at my previous job to handle client portfolios. In general you'd need to have separate licenses with the feed providers (Reuters/Markit/Bloomberg etc) and those are quite expensive.
- zaidmo 14y agoThanks for the referral. I'll have a look at the website. Our business does sell and manage some complex products - most of it is managed out of Excel. I was told to treat this as a low priority (I have a list of solutions I need to get them), so I'm not sure what their budget is. However, if I believe their is a business case for them to adopt a new solution, the door is open for me to make a recommendation