BROKERAGES

Make FX a Competitive Advantage

Your business generates foreign exchange exposure and moves money cross borders. Don’t let legacy systems and manual ad-hoc workflows hold you back. Kooltra enables broker dealers to digitize and streamline internal FX operations and offer their clients a foreign exchange experience they will love.

Transform FX from a cost center to your competitive advantage. Centralize your team, clients, and workflows in a modern cloud-based platform and realize an immediate ROI.

Book a Strategy Call
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WHY BROKERS CHOOSE KOOLTRA

A modern cloud-based platform for growth

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Proven Track Record

We have successfully helped many brokerages optimize their entire FX business, while driving revenue and reducing cost.

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Modular Product

Our product offering is modular, allowing you to pick and choose which feature sets and workflows works best for your current and future needs.

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Built for the Future

Kooltra is a modern cloud-based platform, always upgraded, that can be implemented in weeks, not years like legacy solutions.

Customer Success Story

How Velocity Trade partners with Kooltra to power their Global FX Business

See case study
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USE CASES

A reliable and scalable solution for brokerages

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Trades & Payments

Create and manage the entire trade and payments lifecycle using our UI or API connectivity

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Trade Blotters

Easily view and manage trades, positions, and upcoming maturities

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STP Liquidity

Connect with your liquidity provider, stream quotes, and execute trades in real-time

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Spread Management

Set up tiered pricing to optimize P&L and capture sales and treasury markups

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Client Portals

Provide portals that allow clients to onboard digitally, execute STP trades, manage payments, and assess balances

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Branded Client Materials

Generate transaction confirmations and client statements that are customized using your own branding

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KYC Onboarding

Provide an integrated onboarding for customers, sales, and compliance to collaborate across the lifecycle

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KYC Renewals

Manage the KYC update and renewal process for each client, while ensuring they remain compliant with your policies

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Payment Exports

Generate payment files for upload with your bank or connect via API

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Bank Accounts

View your current and projected bank account balances on a line-by-line basis

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Reconciliation

Perform your periodic bank reconciliation and generate reports daily to ensure auditability

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Risk Controls

Define credit, margin, and other controls to ensure clients execute transactions in line with your policies

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Transaction Monitoring

Score all your transactions against historic behaviour and the customer’s KYC profile

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Regulatory Reporting

Use our reporting integrations to ensure you remain compliant with your local regulator

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Security & Auditability

Track field-level history and know your data is secure with our SOC2 certification

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Custom Workflows

Leverage our Salesforce connectivity to create custom workflows that solve the most complex problems