Are you losing customers to technology-enabled competitors? Are your margins suffering from outdated inefficient processes?
Kooltra positions traditional MSBs to win in the modern era of digital finance.
We have successfully helped many MSBs modernize their entire business, while driving revenue and reducing cost.
An unmatched offering for MSBs that includes onboarding, compliance, payments, trading, portals, and much more.
Our platform scales with your business and can be combined with custom workflows to handle the most complex scenarios.
Create and manage the entire trade and payments lifecycle using our UI or API connectivity
Easily view and manage trades, positions, and upcoming maturities
Connect with your liquidity provider, stream quotes, and execute trades in real-time
Set up tiered pricing to optimize P&L and capture sales and treasury markups
Provide portals that allow clients to onboard digitally, execute STP trades, manage payments, and assess balances
Generate transaction confirmations and client statements that are customized using your own branding
Provide an integrated onboarding for customers, sales, and compliance to collaborate across the lifecycle
Manage the KYC update and renewal process for each client, while ensuring they remain compliant with your policies
Generate payment files for upload with your bank or connect via API
View your current and projected bank account balances on a line-by-line basis
Perform your periodic bank reconciliation and generate reports daily to ensure auditability
Define credit, margin, and other controls to ensure clients execute transactions in line with your policies
Score all your transactions against historic behaviour and the customer’s KYC profile
Use our reporting integrations to ensure you remain compliant with your local regulator
Track field-level history and know your data is secure with our SOC2 certification
Leverage our Salesforce connectivity to create custom workflows that solve the most complex problems
