Your business generates foreign exchange exposure and moves money cross borders. Don’t let legacy systems and manual ad-hoc workflows hold you back. Kooltra enables broker dealers to digitize and streamline internal FX operations and offer their clients a foreign exchange experience they will love.
Transform FX from a cost center to your competitive advantage. Centralize your team, clients, and workflows in a modern cloud-based platform and realize an immediate ROI.
We have successfully helped many brokerages optimize their entire FX business, while driving revenue and reducing cost.
Our product offering is modular, allowing you to pick and choose which feature sets and workflows works best for your current and future needs.
Kooltra is a modern cloud-based platform, always upgraded, that can be implemented in weeks, not years like legacy solutions.
How Velocity Trade partners with Kooltra to power their Global FX Business
Create and manage the entire trade and payments lifecycle using our UI or API connectivity
Easily view and manage trades, positions, and upcoming maturities
Connect with your liquidity provider, stream quotes, and execute trades in real-time
Set up tiered pricing to optimize P&L and capture sales and treasury markups
Provide portals that allow clients to onboard digitally, execute STP trades, manage payments, and assess balances
Generate transaction confirmations and client statements that are customized using your own branding
Provide an integrated onboarding for customers, sales, and compliance to collaborate across the lifecycle
Manage the KYC update and renewal process for each client, while ensuring they remain compliant with your policies
Generate payment files for upload with your bank or connect via API
View your current and projected bank account balances on a line-by-line basis
Perform your periodic bank reconciliation and generate reports daily to ensure auditability
Define credit, margin, and other controls to ensure clients execute transactions in line with your policies
Score all your transactions against historic behaviour and the customer’s KYC profile
Use our reporting integrations to ensure you remain compliant with your local regulator
Track field-level history and know your data is secure with our SOC2 certification
Leverage our Salesforce connectivity to create custom workflows that solve the most complex problems
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