Itaú Securities chooses Genesis Global for new trade automation and client portal system
Genesis Global, the low-code application development platform purpose-built for financial markets organizations, today announced that the Genesis platform will provide a new trade automation and client portal system for Itaú Securities.
The Genesis solution will consolidate trade and portfolio information, improving the experience offered to clients of Itaú Securities, and automate pre-trade workflows, minimizing data checks, trade entry, order routing and other administration required of traders at Itaú.
“Genesis has the expertise to understand our challenge and the technology to deliver an effective, modern solution,” said Marcelo Aagesen, Managing Director, Global Markets and Strategy at Itaú Securities.
“This partnership is part of our continued digital transformation, and we expect the new system to improve the experience we offer our clients,” added Alberto Tani, Head Trader at Itaú Securities.
Selected for its deep domain experience in asset management, trading and financial services, Genesis will deploy an agile implementation process and leverage the multiple technical and business components within the Genesis platform to design the new, fully cloud-based system. Components in the Genesis platform will facilitate the multiple required integrations with order management systems (OMS), execution management systems (EMS) and Itaú systems for credit, compliance and documentation checks.