Due to its complex product nature, the development and issuance of structured product investment proposals has been highly manual. For issuers operating in a fragmented system landscape the complexity can be exacerbated. In addition, the generation of legal and regulatory documents slows down the sales process. LPA software enables you to integrate with various systems and digitalize legal and regulatory compliant documents using flexible design tools embedded with workflows built around existing internal processes.
By creating an issuance platform, LPA enables fully automated generation of all documents within an issuance process for structured products.
Internal booking systems
Report product data and calculation results to internal systems
Data Hubs
Update product data to distribution/data hubs RegX, WM data, SIX, etc.
Stock exchange
ISIN.registration on the exchanges via dXXL or other standards
Depositories
ISIN reporting to depositaries e.g. Clearstream
Distribution
Distribution via defined channels (e.g. homepage, email, etc.)
Centralize and manage economic and regulatory data of financial products along the product life-cycle
Consistent information and ready for automation of an (intraday) issuance
Limitless document automation & management for all languages, layouts and document types of an issuance, s.a. Final Terms, KIDs, etc.
Efficient and error-free
Configurable workflow engine to coordinate, automate and orchestrate the product issuance
Audit proof and efficient
Refine data and calculate for PRIIPs risk and scenario figures, NPVs INet Present Values] xVA. for derivatives and structured products
Flexible and fast
Connect various input and output sources to enrich and transform product data; internal & external, e.g. Exchange listings
Flexible and audit-proof
Translorm data and processes into digital formats to interact with clients
Time-to-market and customer experience
Seamless system integration with API connectivity to external market providers and internal core systems.
Construct documents with logical text blocks to cater for full range of product variations. Sales pitches, term sheets, confirmations, and error-free legal documents in different languages and layouts can be generated at the touch of your fingertips.
Scalable and flexible product design empowers complex modelling of Equity, FX, Rates and Credit structures.
User-friendly software inspired by derivative structurers enables independent customization and self-maintenance.
Cost Savings thanks to Straight-Through-Processing throughout the entire product generation workflow.
Low Maintenance Efforts due to a Single Centralized Database for Products, Documents and Processes.
Fast Time-To-Market with an integrated issuance life cycle, from idea to pricing to sales to trading to post-trade operations.
Effortless Regulatory and Legal Compliance with centralized database to minimize operational risks.
In-House Solution for scalable growth of products and documents using your existing workforce.
End-to-end Solution from beginning until redemption with Passiv+.
Managed Solution you can outsource to LPA with Zertifikatefabrik.