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Industry

From new issue to coupon, on one client record.

FYNXT connects new-issue orders, allocation, suitability and knowledge checks, settlement, coupon and corporate-action servicing and introducer fees in one controlled flow, around the dealing desk and custodian you already use.

New issues and allocationComplex-product checksCoupons and corporate actions
The challenge

Bonds are sold in minutes and serviced for years.

Term sheets arrive as PDFs, orders are aggregated in spreadsheets, allocations are scaled after the client was given a number, and coupons and elections are diarised by hand.

Term sheets are re-keyed

Issue terms, denominations and target market details are retyped from PDFs into the order sheet, and into the client's confirmation.

Suitability checks expire

Investor classification and knowledge assessments carry their own review dates, and a lapse surfaces at the point of sale.

Minimum denominations force aggregation

A large minimum piece means client orders are pooled into one street-side ticket and re-allocated pro rata afterwards.

Elections have deadlines before the issuer's

Calls, tenders and consent solicitations reach the client down an email chain, with the response deadline earlier than the market one.

How FYNXT delivers

Turn the fixed-income journey into one governed workflow.

Configure products, checks, orders, allocation, settlement, servicing and fees on one reusable foundation.

  1. 01OfferIssue terms, product risk ratings, target market and who may be shown what.
  2. 02CheckInvestor classification, knowledge assessment, suitability and disclosures.
  3. 03TransactOrders, aggregation, allocation, confirmations and settlement.
  4. 04ServiceCoupons, calls, tenders, maturities, statements and introducer fees.

Most firms start with one issue end to end, then add corporate-action servicing and introducer fees.

Your operating model
  • Offer
  • Check
  • Transact
  • Service
Connected to what you keep
  • Dealing desk
  • Custodian
  • Market data
  • Payment providers
Use cases

How bond and fixed-income firms run on FYNXT.

Anonymised stories from firms distributing and servicing bonds: where they started, what they needed and what changed.

Solutions

The solutions bond and fixed-income firms deploy most.

Run one on its own or combine them into one issue-to-coupon flow.

Implementation approach

Run one issue, then keep it serviced.

Prove one new issue end to end, then add corporate-action servicing, statements and introducer fees on the same record.

  1. Phase 1

    Core flow

    One issue runs end to end: offer, checks, orders, allocation and confirmation.

  2. Phase 2

    Scale

    Add settlement, coupons and statements with the same evidence trail.

  3. Phase 3

    Grow

    Bring corporate actions, introducer fees and the secondary book onto the same client record.

FAQ

What bond and fixed-income firms ask us first

Short answers to the first questions we hear. For anything else, book a demo and ask us directly.

No. Pricing and execution stay with your dealing desk and your venues. FYNXT runs the client-facing and operational side around them, and keeps the record.

Next step

See an issue run from order to coupon.

Book a demo and we will walk through orders, checks, allocation, settlement, corporate actions and introducer fees on your book.

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