EXPERTISE
Get clear direction before making trading IT changes.
TRADING IT STRATEGY
We create a shared target state for trading technology, workplace, connectivity, data, platforms, vendors, and operations. By reviewing the current environment and active initiatives, we align trading, IT, and management on common priorities and responsibilities.
We distinguish quick wins from longer-term transformation, identify lifecycle risks, dependencies, and investment drivers, and build a practical roadmap. The result is a clear framework for decision-making that helps management and delivery teams plan, budget, and deliver future change.
1. Assess
Review the current environment, business needs, technical constraints, and ongoing initiatives.
2. Define
Define the desired future state, guiding principles, and decision criteria.
3. Roadmap
Prioritize quick wins, major initiatives, dependencies, and investment needs.
4. Align
Prioritize quick wins, major initiatives, dependencies, and investment needs.
Create a clear, reliable technical foundation that makes the trading desk easier to support.
ARCHITECTURE & INFRASTRUCTURE
We map the full trading environment, including workplace technology, infrastructure, access, virtualization, KVM, endpoints, vendors, and supporting services. This connected view highlights critical dependencies, gaps in ownership, and single points of failure.
We assess lifecycle risks and support challenges, then develop practical target-state options to improve resilience, scalability, and day-to-day support. The recommended architecture creates a clear foundation for detailed design and implementation.
1. Map
Document the key components, interfaces, dependencies, and who owns them.
2. Assess
Identify weak points, lifecycle risks, and ongoing support challenges.
3. Design
Define practical options for the future setup.
4. Prepare
Document the recommended approach and hand it over to engineering or delivery.
Keep traders connected to the markets, data, and systems they rely on.
CONNECTIVITY & MARKET DATA
We map and structure connectivity across exchanges, brokers, market data providers, voice platforms, and trading systems. By documenting critical links, data routes, locations, and dependencies, we make complex access paths easier to understand and manage.
We also establish practical standards for entitlements, monitoring, ownership, escalation, and change control. The result is stronger operational resilience, simpler support across internal teams and external providers, and a clear foundation for future change.
1. Map
Map critical connections, data routes, providers, locations, and dependencies.
2. Design
Define the desired setup for access, distribution, and resilience.
3. Control
Define clear requirements for monitoring, escalation, ownership, and change control.
4. Operate
Create runbooks, identify support needs, and plan the path to implementation.
Recovery plans built for traders, desks, and support teams.
BCM & RESILIENCE
Continuity plans often protect systems but overlook how traders work, leaving workplace, access, voice, and communication needs untested.
We build recovery scenarios around real trading operations. We identify critical users and functions, validate fallback desks and remote access, clarify responsibilities, and test the plan end to end. The result is a practical, actionable plan your teams can rely on during disruption.
1. Define
Agree on which users, systems, and trading functions to restore first.
2. Assess
Review how your fallback setup, dependencies, and recovery options work today.
3. Design
Develop practical recovery scenarios, clarify responsibilities, and define access requirements.
4. Test
Confirm the setup and identify the actions still needed.
A cleaner, more consistent hardware and KVM setup for the trading floor.
HARDWARE OPTIMIZATION
Hardware and KVM environments can become difficult to manage when devices are inconsistent, switching setups are complex, and compatibility or lifecycle issues are addressed too late.
We define practical, role-based standards for endpoints, monitors, peripherals, cabling, and KVM architecture. From the start, we account for usability, redundancy, scalability, and support to create a consistent foundation for pilots, rollouts, and future workplace refreshes.
1. Review
Review the current hardware, KVM, cabling, and desk setup.
2. Design
Set practical standards for each user role.
3. Validate
Evaluate usability, compatibility, resilience, and support requirements.
4. Rollout
Plan procurement, deployment, documentation, and handover.
A better front-office experience across your screens, systems, and desk technology.
WORKPLACE & UX DESIGN
Trading workspaces often grow without a clear standard, leading to disconnected tools, inconsistent desk setups, and added support complexity.
We design integrated workspaces around how traders actually work, bringing screens, applications, voice, collaboration, hardware, and KVM into one coordinated environment. By working closely with traders, IT, and support teams, we create role-based standards that improve usability, simplify operations, and make future technology refreshes easier.
1. Observe
Understand how traders work today and where the current setup creates friction.
2. Design
Create practical layouts for screens, applications, voice, hardware and KVM.
3. Validate
Review the concept with traders, IT, support and relevant partners.
4. Standardize
Define the final standards and prepare the setup for rollout.