Better Post-Trade Management
A suite of cloud-based tools that reduce risk, save time and adapt to change
Theorem is an online portal for middle-to-back office straight-through solutions.
Theorem is a suite of online products offering middle-to-back office solutions including reporting, analytics, trade flow, automation, reconciliation, aggregation, data transformation, and straight-through processing.
Utilizing a high performance data store, Theorem can consolidate Futures, FX, and other trading data across multiple counterparties thereby enabling clients to manage a multi-broker environment and diversify their exposure without significant incremental cost per broker.
The Theorem platform is delivered via a Software as a Service Model (“SaaS”) with the core belief that no coding should be required to on-board clients or meet their on-going needs. From establishing new broker relationships to creating new allocation instructions to building trade reconciliations on the fly, Theorem adapts without the need to involve I/T teams or to write new code.
Each client’s needs are different; something the Theorem team understands from decades of brokerage experience. While Theorem is a comprehensive platform for supporting the middle and back office it can also be leveraged via it’s powerful individual modules.
A Comprehensive Platform
Multiple best-in-breed technology solutions delivered via an integrated framework.
Create allocation instructions interactively or automatically with full transparency.
Reconcile any trading data quickly and flexibly with minimal on-boarding time.
Turn data into actionable information.
Transparency for all your brokerage accounts in one place.
Two-Factor authentication and routine penetration testing.
User defined security policies and local administration of user access.
Hosting and disaster recover by a leading technology provider.