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Transaction processing

Get a consolidated, real-time view of your positions and business

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Capture all trade data

Capture and aggregate trade data manually or via integrations with leading trade execution platforms

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Manage your P&L and positions

Manage and monitor your open positions, P&L, and risk with real-time Trade and Maturity blotters

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Track the lifecycle of all trades

Understand the risk and settlement status of all your transactions

 
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Cash management

Track and manage the lifecycle of a trade and all related cashflows 

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Reconcile your account balances

Keep your Nostro and Vostro account balances in check

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Track funding and payment status

View funding status of all trades booked by your team or through the online portal

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Automate payment files

Generate and export payment instructions formatted for major banks

 
 
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Customer relationship management 

Manage all of your account data and access client intelligence from one central place

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Centralize customer trade data

Accessible and secure repository of all customer and trade data

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Quickly access customer activity

View margin requirements and credit limits in one easy dashboard  

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Manage KYC documents

Set automated email alerts to manage KYC reviews, document expiration dates and more

 
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Risk management

Handle risk in real-time and stay on top of your business

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Understand counterparty credit risk

Instant view of credit exposure (NOP), cash balance, margin required

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Evaluate market risk

Mark-to-Market for all FX instruments

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Take action on high risk counterparties

Manage margin calls and counterparty risk with automated email alerts  

 
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Business intelligence

Transform your data into actionable insights with powerful analytics and reports

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Configure interactive dashboards

Generate reports on any data in Kooltra with Salesforce's flexible reporting infrastructure

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Leverage predictive analytics

Use the power of Salesforce Einstein Analytics AI to get contextual answers about your data

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Make data-driven decisions

Build easy, on-demand dashboards for your sales, management or operations teams

 
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Why Kooltra gives you more

 
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SaaS delivery

Kooltra scales as you grow; start small and add more users. A cloud hosted solution means no costly maintenance, upgrade fees or on-premise software.

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API enabled

Kooltra's APIs can connect to your existing systems to enhance, replace or build on top of what you have.

 
 
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Easy set up and support

24/5 customer success engineers will train, support and configure Kooltra to work for your business every step of the way.

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Secure and reliable

Kooltra is built on Salesforce, the #1 cloud infrastructure trusted by Tier 1 banks, so you know your data is secure.

 

Would you like to see FXCore in action?