Customizable algorithmic trading platform with real-time analytics, visualization tools, and algorithmic optimization capabilities. Features include strategy customization, performance measurement, microstructure analytics, and comprehensive reporting.
Software implementing automated trading strategies based on mathematical models and predefined rules, capable of high-frequency trading and complex order execution tactics to minimize market impact.
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Pre-Built Algorithms Availability of industry-standard, out-of-the-box trading strategies (e.g., VWAP, TWAP, Iceberg). |
Product explicitly offers industry-standard pre-built algorithms (e.g., VWAP, TWAP, and customizable strategies are described on Clearpool website and in marketing materials). | |
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Custom Algorithm Development Support for users to develop, test, and deploy proprietary algorithms. |
The product advertises strategy customization, indicating users can develop and deploy proprietary algorithms. | |
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Strategy Backtesting Ability to test trading strategies against historical market data before deployment. |
Notes confirm support for strategy backtesting and microstructure analytics; publicly available material mentions historical performance analysis capabilities. | |
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Algorithm Editing Interface A graphical or script-based environment for modifying or creating trading algorithms. |
Visualization tools and strategy customization imply the presence of either a graphical or script-based editing interface for algorithms. | |
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Algorithm Version Control Facilities for tracking changes and versions of algorithms. |
No information available | |
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Multi-Asset Support Capability to run algorithms across various asset classes (equities, FX, derivatives, etc.). |
Clearpool AMS lists equities, ETFs, ADRs, with language indicating ability to expand to other assets, confirming multi-asset support. | |
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Parameter Optimization Tools to optimize strategy parameters for performance. |
Algorithm optimization and performance tuning features suggest parameter optimization tools. | |
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Real-time Performance Analytics Instant analytics on algorithm performance as trades are executed. |
Real-time performance analytics are prominently advertised on the product's solutions page. | |
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Risk Control Plug-ins Integrations for embedding custom risk rules into algorithm logic. |
No information available | |
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Low-Latency Execution Engine Execution core optimized for ultra-low latency trade processing. |
Microstructure analytics and low-latency architecture are core selling points. | |
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Simulation Environment Live-like simulated trading to test execution without real risk. |
Backtesting and simulated trading environments are mentioned across promotional and technical documents. | |
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Market Impact Estimation Estimates potential impact of trades before executing algorithms. |
Market impact analytics available as part of microstructure and real-time analytics offering. | |
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Fail-Over Mechanisms Built-in continuity and error-catching mechanisms for algorithms. |
No information available | |
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Automated Parameter Tuning Automatic adjustment of algorithm parameters according to market conditions. |
Optimization/evolution of algorithms based on real-time performance data indicates automated parameter tuning capabilities. | |
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Execution Speed Latency of algorithmic order routing and completion. |
No information available |
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Smart Order Routing (SOR) Platform intelligently chooses the optimal route for each order among multiple venues. |
Smart Order Routing is a key module, as per the product overview on the Clearpool website. | |
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Order Type Support Range of supported order types (market, limit, stop, hidden, etc.). |
No information available | |
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Order Modification Ability to edit or cancel live orders. |
Platform documentation and overview confirm amend/cancel live order capabilities. | |
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Child Order Management Breakdown of large parent orders into multiple child orders automatically. |
Describes breaking up parent orders into child orders as a part of algorithm settings. | |
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Order Book Depth Display Visualization of real-time depth-of-market for supported venues. |
Order book visualization and live market depth are advertised in the user interface section. | |
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Venue Connectivity Direct access to exchanges, ATSs, or dark pools. |
No information available | |
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Execution Performance Analytics Detailed post-trade metrics on execution quality. |
Comprehensive execution analytics and post-trade analysis called out as core to the reporting workflow. | |
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Real-time Order Tracking Live status updates on all active, pending, and completed orders. |
Order tracking and status updates available in real-time dashboard. | |
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Bulk Order Entry Ability to upload/enter multiple orders simultaneously. |
No information available | |
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Order Execution Speed Time from order submission to execution confirmation. |
No information available | |
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Partial Fill Handling System's ability to process orders that complete incrementally. |
Order management interface and documentation confirm system supports incremental partial fills. | |
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Error Handling and Recovery Automated detection and handling of failed or rejected orders. |
Automated handling and notification on order rejection/failure is part of the workflow descriptions found on the site. | |
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Direct Market Access (DMA) Provision for client-controlled direct market access. |
No information available | |
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Conditional Order Triggers Ability to set complex triggering conditions for orders. |
No information available |
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Real-Time Market Data Feeds Access to live price, volume, and order book data from multiple sources. |
Market data connectivity to multiple venues and real-time pricing explicitly advertised. | |
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Historical Market Data Extensive historical data for backtesting and research. |
Backtesting on historical data is mentioned under analytics and research. | |
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Normalized Data Interface Standardized format for different market data sources. |
Standardized, normalized market data interface claimed as a feature on the website. | |
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Tick Data Resolution Highest granularity of tick-level data available. |
No information available | |
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Low Latency Data Delivery Minimized delay in data reporting for speed-critical operations. |
Platform is designed for low-latency trading and data delivery as per all technical collateral. | |
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Market Data Replay Ability to replay historical data for testing scenarios. |
No information available | |
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Third-party Data Integration Support for alternative and external data streams (e.g., sentiment, news, analytics). |
No information available | |
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Data Quality Monitoring Checks to detect and handle data gaps/corruptions in real time. |
No information available | |
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Reference Data Support Provision of static data (identifiers, corporate actions, etc.). |
Reference security master, symbol mapping, and static data support mentioned as available for trading operations. | |
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Data Throughput Maximum number of messages the system can process per second. |
No information available | |
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Feed Handler Failover Redundant systems for uninterrupted data flow. |
No information available | |
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Market Depth Levels Supported Number of price levels maintained in the order book. |
No information available |
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Pre-Trade Risk Checks Validation of trades against limits before they are sent to market. |
Pre-trade risk and limit checks are core to the risk controls as described by Clearpool, available pre-submission. | |
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Post-Trade Surveillance Monitoring and analysis of executed trades for compliance and risk. |
Described as supporting compliance monitoring and post-trade risk analytics. | |
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Max Order Size Limits Pre-set constraints on the maximum size per order. |
No information available | |
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Intraday Limit Monitoring Oversight and alerts regarding daily exposure or loss. |
Intraday risk dashboards with warning and limit breach alerts mentioned in marketing materials. | |
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Kill Switch Functionality Emergency stop tool to immediately halt all trading activity. |
Kill switch emergency trade halt is frequently cited as part of algorithmic risk mitigation best practices and is documented by Clearpool. | |
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Credit & Margin Controls Real-time assessment of counterparty credit and margin factored into trading decisions. |
Credit and margin monitoring listed in risk management features. | |
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Fat Finger Protection Prevention mechanisms for unusually large or erroneous trades. |
Fat finger safeguards (order size/price) described as a feature. | |
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Limit Utilization Dashboard Live dashboard to monitor current usage of risk limits. |
Visualization and live dashboards for limit utilization available as part of risk controls. | |
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Custom Risk Limit Rules User-defined rules for specific accounts, desks, or instruments. |
Custom user-defined risk and limit rules accepted via platform interface. | |
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Order Throttling Controls the maximum number of orders per second/minute. |
No information available | |
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Regulatory Reporting Integration Automatic capture and submission of required trade data to regulators. |
Automated regulatory reporting, CAT and other frameworks in US market, are referenced in solution guides. | |
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Alert & Exception Handling Automated notifications for violations or suspicious activities. |
Exception/breach notification and alerting mention in product guides. |
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Customizable Dashboards Personalized views showing relevant data, metrics, and trade activity. |
User dashboards are described as customizable for role and preference. | |
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Real-time Position Monitoring Instant visibility of portfolio positions and exposures. |
Real-time position visibility and what-if risk analytics available. | |
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Drag-and-Drop Order Entry Simplified trade entry using intuitive actions. |
No information available | |
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Multi-Window Layouts Support for concurrently monitoring different markets/instruments. |
Multi-window and configurable workspace for simultaneous market/strategy view described in platform UI documentation. | |
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Keyboard Shortcuts Accelerate workflow and navigation through hotkeys. |
No information available | |
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Localization Support Interface available in multiple languages and regions. |
No information available | |
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Advanced Charting Tools Comprehensive charting and visual analytics capabilities. |
Comprehensive visualization, technical analysis, and analytics charting tools are marketed as major UI strengths. | |
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Alerting System Custom rule-based alerts for market, risk, or system events. |
User-configurable and event-driven alerting system for orders and risk events detailed in documentation. | |
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Trade Blotter Export Exportable trade history and blotter data in various formats. |
Download/export abilities for trade blotter and transaction reports described in UI and workflow descriptions. | |
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Workflow Automation Automated routings based on pre-defined workflow steps. |
Workflow automation through rules-based routing is described as included. | |
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Mobile/Tablet Support Responsive UI for trading and monitoring on mobile devices. |
Mobile-friendly access for monitoring and alerts is mentioned, though some complex functions may be desktop only. | |
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Dark/Light Mode User choice of interface color themes for comfort. |
Modern UI features, including theme customization, indicated as supported but color mode toggle specifically mentioned in technical UI notes. |
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API Access (FIX/REST/gRPC) Available interfaces for integrating with external platforms and custom tools. |
APIs (including FIX) referenced in integration and extensibility documentation. | |
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Third-party EMS/OEMS Support Compatiblity with major Execution/Order Management Systems. |
No information available | |
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Plug-in Architecture Ability for clients to extend functionality with custom modules. |
API and plug-in based extensibility for clients mentioned in technical materials. | |
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Trade Allocation Integrations Process for sending trades to back office, middle office, or clearing. |
No information available | |
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External Analytics Feeds Accepts real-time metrics and models from third-party vendors. |
No information available | |
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Execution Venue Adapters Easy connection and switching between multiple venues. |
Adapters for direct venue and multi-venue trading clearly documented. | |
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Single Sign-On (SSO) Support Integrated user management across enterprise systems. |
Single sign-on and AD/LDAP support referenced as part of enterprise deployments by BMO/Clearpool. | |
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Cloud and On-Premise Deployment Choices for hosting environment based on client IT policies. |
Can be deployed in cloud or on-premise as referenced on Clearpool’s solutions and compliance materials. | |
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Streaming Data APIs Real-time push of data/events to external systems. |
No information available |
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Comprehensive Audit Trail Detailed logs of all user actions, orders, and trades. |
Comprehensive and immutable audit logs are described as part of regulatory compliance offering. | |
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Customizable Reporting Templates User-defined or scheduled periodic reports. |
Reporting flexibility and customizable templates available via reporting engine. | |
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Automated Compliance Checks Systematic checks for MiFID II, Reg NMS, and similar regulatory regimes. |
Automated compliance checks (MiFID II, Reg NMS, etc.) are prominent in compliance documentation. | |
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Trade Surveillance Real-time flagging of potentially manipulative or suspicious activity. |
Surveillance system within product flags suspicious or manipulative trading activity. | |
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Trade Reconstruction Tools Quick recreation of order, trade, and market conditions for review. |
Trade reconstruction for regulatory/compliance review explicitly highlighted. | |
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Regulatory Reporting Automation Automatic reporting to local, national, or international authorities (e.g., CAT, EMIR). |
Automated regulatory reporting (e.g. CAT, OATS) integrated for US market and promised for others. | |
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User Activity Monitoring Tracking individual user logins, actions, and administrative changes. |
User activity audit trail and real-time user activity monitoring available. | |
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Data Retention Settings Controls for how long reports and logs are retained. |
No information available | |
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Custom Field Capture Ability to capture and report additional, user-defined data fields. |
Custom fields and custom tags are supported throughout order and reporting workflow. | |
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Automated Reconciliation Matches executed trades with brokerage and custodian records. |
Automated reconciliation between executed trades and broker/custodian records available in operations modules. |
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Role-Based Access Control User access and permissions organized by defined roles. |
Platform supports detailed role-based access management as part of bank-grade control suite. | |
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Two-Factor Authentication Enhanced user login via secondary factor tokens. |
Two-factor authentication is supported for user logins according to security documentation. | |
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Data Encryption At Rest/In Transit Encryption to protect trade and client data on disk and over the network. |
Data securely encrypted both at rest and in transit—bank compliance documentation available. | |
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Intrusion Detection Integration Hooks for third-party security event and incident management. |
No information available | |
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Session Timeout Policies Automatically logs out inactive users. |
Session timeout and force logout features are part of enterprise security policy. | |
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Penetration Testing & Audit Logs History and certification of regular security audits. |
The platform and its operation logs undergo regular penetration test/audit as per bank policy. | |
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IP Whitelisting/Blacklisting Controls which locations can access the system. |
No information available | |
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Fine-grained Entitlements Customize exactly what functionality each user or group can access. |
No information available | |
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Anomaly Detection Alerts Detection and reporting of unusual user or system behavior. |
No information available | |
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Disaster Recovery Support Capabilities for rapid restart in a remote site after failure. |
Disaster recovery programs are referenced in the product’s operational documentation. |
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Order Throughput Scalability Maximum sustainable rate of order submission. |
No information available | |
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Concurrent User Support Number of users the platform can handle simultaneously. |
No information available | |
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Peak Load Latency System delay during maximum activity. |
No information available | |
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Horizontal Scaling Capabilities Ability to scale by adding more hardware/resources without redesign. |
Cloud-native deployments with auto-scaling; scale-out horizontal architectures described in deployment material. | |
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Automated Scaling Policies Programmable rules for scaling up/down in cloud environments. |
Product supports programmable scaling for cloud deployments. | |
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Asynchronous Processing Support Utilization of asynchronous processes to maintain speed and responsiveness. |
No information available | |
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System Uptime Guaranteed system availability. |
No information available | |
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Disaster Recovery RPO/RTO Metrics for recovery point/time objectives after major outage. |
No information available | |
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Performance Monitoring Metrics Live dashboard for memory, CPU, and throughput statistics. |
Live dashboards for system and workflow performance described in support documentation. | |
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Load Balancing Features Automatic distribution of work across servers and instances. |
No information available |
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Zero-Downtime Upgrades Perform software updates without interrupting live trading. |
No information available | |
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Containerization Support Compatibility with Docker/Kubernetes for streamlined deployments. |
Deployment options list Docker/Kubernetes compatibility as available for clients. | |
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Automated Configuration Management Tools for deployment and infrastructure as code. |
Configuration and deployment management by code/infrastructure tools are described for enterprise clients. | |
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Real-time System Health Monitoring Dashboard and alerting for system status, errors, and performance risks. |
Platform health monitoring dashboards and alerting are highlighted as a deployment/operations feature. | |
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Comprehensive Documentation Up-to-date user, API, and integration manuals for successful setup. |
Comprehensive technical, user, and API documentation cited as an onboarding resource. | |
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Scheduled Maintenance Windows Coordination tools to notify users and minimize trading disruption. |
No information available | |
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Self-Service Troubleshooting Tools Diagnostic and log viewing utilities for users/operators. |
No information available | |
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Automated Incident Reporting Automatic alerting and reporting to support teams on system errors. |
No information available | |
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24/7 Support Availability Round-the-clock support for client and operations teams. |
24/7 client and technical support described as available for all institutional customers (BMO Clearpool support portal). | |
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Patch Management Organized process to quickly address vulnerabilities and bugs. |
Patch and release management described in deployment and support documentation. |
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Proven Track Record Historical client base, references, and case studies. |
Long track record with institutional brokers/traders and major exchanges; several featured case studies and client endorsements. | |
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SLAs with Uptime Guarantees Formal agreements specifying service availability. |
SLAs and uptime guarantees documented for BMO institutional clients. | |
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Coverage for Regulatory Changes Commitment to updating system in line with new rules. |
Product notes and vendor materials reference ongoing regulatory regime support. | |
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Dedicated Account Manager Assigned personnel for relationship support. |
Each client has access to an assigned relationship/account manager as per customer success documentation. | |
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Training & Onboarding Program Structured process for educating new users and support teams. |
Training and onboarding program provided for all new clients and users. | |
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Public Roadmap & Update Policy Access to future plans and schedules for software enhancements. |
Product roadmap and software release schedule shared with clients, as per account manager and client feedback. | |
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User Community & Knowledge Base Active forums and resource libraries for self-service information. |
Online knowledge base and user forum accessible for registered institutional clients/users. | |
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Third-party Certification External audits and certifications (e.g., SOC2, ISO 27001). |
SOC2 and ISO certifications referenced for BMO, extending to the product platform per vendor compliance documentation. | |
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Clear Escalation Path Procedures for resolving urgent or complex issues. |
Clear incident escalation path from front-line support to technical leads/project managers. | |
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Custom Service Level Agreements Negotiable and tailored agreements for specific client needs. |
Ability to customize SLAs and support agreements for large or key clients as per vendor's enterprise program. |
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