Seamless Post-Trade Processing for a Connected Financial Ecosystem

Post Trade Processing & Settlement

Seamless Post-Trade Processing for a Connected Financial Ecosystem

TradeFlow turns complex post-trade operations into a unified, automated process. From order execution to settlement, it connects data and workflows across systems to reduce risk, improve transparency, and help teams move faster. It is trusted by large asset managers, asset servicers, private equity firms, and hedge funds.

Streamlining Post-Trade Operations for Modern Markets

Streamlining Post-Trade Operations for Modern Markets

As modern global markets move to shortened T+1 settlement cycles, operational complexity is rising. In a landscape defined by accelerated settlement timelines and increasing regulatory pressure, many firms still rely on manual processes and disconnected systems. The result is friction, failed settlements, and higher operational risk.

TradeFlow from InvestCloud removes these barriers by connecting every stage of the post-trade lifecycle. It gives operations teams real-time visibility and control across all trades, asset classes, and counterparties, helping firms operate with confidence in a T+1 environment.

Intelligent Automation for Every Trade

TradeFlow from InvestCloud helps organizations scale by leveraging a single system with standardized processes. It automates confirmation, affirmation, settlement, and exception management in one platform. Built for high scalability and compliance, TradeFlow handles multi-asset and multi-entity operations while ensuring regulatory readiness and operational accuracy.

Real-Time Confirmation Matching and Same-Day Affirmations
Automated Settlements And Exception Management
Dynamic workflow configuration
Flexible Data and Format Support
Cloud Scalability
Compliance with ISO 20022 & Global Standards
Faster, Leaner, and More Accurate Operations

Faster, Leaner, and More Accurate Operations

TradeFlow enables true straight-through processing. By removing manual effort and surfacing exceptions early, firms can accelerate settlement, reduce breaks, and lower operational costs. Teams gain more time for analysis, decision-making, and client service instead of chasing reconciliations.

STP Rate, AUM Value, Interoperability with Sell Side Brokers Delivering Measurable Post-Trade Results

STP Rate, AUM Value, Interoperability with Sell Side Brokers Delivering Measurable Post-Trade Results

TradeFlow from InvestCloud accelerates settlement, reduces breaks, improves transparency, and lowers operational risk. It also allows firms to support expanding AUM, adhering to regulation change.

Part of the InvestCloud APL Ecosystem

TradeFlow from InvestCloud is fully integrated with front-office systems. Data flows seamlessly from OMS, EMS, and portfolio management through to settlement, creating one connected workflow from the front office to back office. Extend your capabilities with TradeFlow to deliver a holistic digital operations model.

APL
Powering managed account operations with real-time precision.
PM+™ | Private Markets Account
Integrate post-trade operations seamlessly with private-market investments in one platform.
Part of the InvestCloud APL Ecosystem
Experience Seamless Post-Trade Operations

Experience Seamless Post-Trade Operations

Experience Seamless Post-Trade Operations

See how TradeFlow simplifies post-trade processing, reduces operational risk, and drives smarter operational outcomes.