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Industry

Run institutional client operations across every entity, desk and product.

FYNXT gives multi-asset and securities firms, commodities and metals desks, fixed-income distributors and market-infrastructure operators one governed layer for corporate onboarding, payments and relationships.

Multi-entityCorporate onboardingFixed income
The challenge

Institutional workflows carry more relationships, approvals and evidence.

Entities, owners, signatories, agreements and product permissions must line up before a client can trade, and stay lined up afterwards.

Ownership and authority are layered

Directors, beneficial owners and signatories each need checks, and the evidence arrives by email.

Every entity has its own rules

Licences, disclosures and payment methods differ by jurisdiction, so journeys are rebuilt per entity.

Payments cross currencies and providers

Treasury juggles a provider portal per entity and currency, and reconciles at month end.

Desks cannot see the whole client

A client trading metals and bonds with two entities shows up as two unrelated records.

How FYNXT delivers

Make the operating chain explicit and auditable.

Configure entity-aware journeys, authority models, approval chains and desk permissions around the trading, clearing and custody infrastructure you already run.

  1. 01OnboardCorporate and institutional cases with owners, signatories and documents in one place.
  2. 02PermissionProduct and desk access by entity, role and approval.
  3. 03SettlePayments routed by entity, currency and provider from one policy.
  4. 04ServeOne client record across desks, products and entities.

Most institutions start with one entity or one desk, then add entities and products to the same model.

Your operating model
  • Onboard
  • Permission
  • Settle
  • Serve
Connected to what you keep
  • Trading and clearing
  • Custody
  • Screening providers
Use cases

How securities and derivatives firms run on FYNXT.

Anonymised stories from securities firms, commodities desks, fixed-income distributors and fintech operators.

Solutions

The solutions securities and derivatives firms deploy most.

Run one on its own or combine them across entities as the model grows.

Implementation approach

Start with one entity, then extend the model.

Prove the model on one entity or desk, then add entities, products and approval chains on the same foundation.

  1. Phase 1

    Core flow

    One entity or desk goes live with corporate onboarding or payments, connected to your trading and custody systems.

  2. Phase 2

    Scale

    Add entities, products and approval chains on the same foundation, each with its own rules.

  3. Phase 3

    Extend

    Bring fixed income, reporting and new desks onto the shared client record.

FAQ

What securities and derivatives firms ask us first

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

Each entity gets its own rules, permissions, disclosures and payment methods, while the client record, reporting and oversight stay central.

Next step

Map your entities, desks and products onto one platform.

Book a demo and we will walk through corporate onboarding, payments and relationship management across your entities.

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