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Roadmap

AI on your trade record, and the tools brokers ask for

AI Insights, advanced analytics and the Trader Blotter are in development. Desk Chat, AR/AP tools and native apps are planned: we're scoping them now with our beta brokers, who help decide how each one works on the desk.

In development

AI Insights

AI Insights will read your firm's own trade history in APACT and point brokers to what's worth a call: who has gone quiet, what tends to trade when, and where the month is tracking against target.

For
Brokers and managing brokers
Plan
Broker Full seats

What it will do

  • A counterparty trading less than its usual pattern
  • Recurring timing, such as a month-end roll, before it comes around again
  • Commission tracking behind a broker's target for the month
  • Each flag links back to the trades behind it

How it will work

  1. APACT looks across your firm's booked trades, by counterparty, product and broker
  2. It flags changes from the usual pattern and the reason behind each one
  3. The broker opens the flag, sees the trades behind it and decides whether to call
Concept design of AI Insights: a counterparty that has gone quiet, a recurring month-end pattern and commission against target, each linked to its tradesConceptView full size
Concept design with sample data and fictional companies. The shipped feature may look different.

What's included

Relationships

  • A counterparty trading less often than its usual cadence
  • A counterparty that has stopped trading a product it used to
  • A trader at a counterparty who has gone quiet, or a new one who has started

Timing

  • Recurring trades, such as month-end or quarter-end rolls, flagged ahead of time
  • Seasonal patterns by product from your own history
  • Delivery periods a counterparty usually trades and hasn't yet

Performance

  • Commission pacing behind a broker's or desk's monthly target
  • Rates below what a counterparty usually pays for that product
  • A desk or product down sharply on the week or the month

How flags work

  • Each flag says why it fired and links to the trades behind it
  • Built only from your firm's own trades in APACT
  • Brokers see flags for their own book; managers see their desk

Want a say in what we build?

Beta firms tell us what to build next and help shape how it works. Tell us what your desk needs.

Request a feature

See which plan each comes with