Case study

Turning fragmented trading and ops workflows into a single operating system

A scalable system for structured order execution — reducing risk, increasing clarity, and enabling operational growth.

The story behind

We created a centralized system that simplifies how teams manage orders, execute trades, and track operational involvement, replacing manual chaos with clarity and control.  

With clearly separated layers — Order Book, Trades, and TradeOPs — the system provides a logical, intuitive structure that mirrors real-world collaboration.

Client

Global Investment Firm

Industry

Private Equity

Duration

2+ years

services

Product Design, Product Development, Post-Launch Support

Source of truth for every order

The workflow begins with the Order Book that consolidates all related trades, statuses, and actions.

It provides immediate context, enabling users to quickly understand the current state, identify priorities, and take informed action.

Breaking work Into actionable units

Trades are surfaced in a contextual drawer within each order, giving users immediate access to key details and required actions without navigating away. This streamlines execution, reduces delays, and ensures accountability at every step

Adding trades is fast and structured: a guided step form captures key details in just a few clicks. Once submitted, trades are immediately ready for review by TradeOps, reducing turnaround time and minimizing errors.

Operational precision for TradeOps teams

TradeOps operates as a dedicated user role with a structured workflow for verifying and reviewing trades.The solution aligns with their operational requirements, ensuring immediate sync with other roles and minimizing handoff delays. This supports accuracy, accountability, and cross-team efficiency.

Post-review clarity for traders

With TradeOps verification complete, the workflow shifts seamlessly back to traders.

Each trade — booked and executed — is now fully detailed and visible, including any mismatches or updates flagged during review. This centralizes critical information, preserves change history, and enables accurate, informed action without leaving the platform.

Designed for precision

From manual effort to confident operations

Transparency & Ownership

The system unifies all orders, trades, and contributors, giving full visibility into roles, status, and progress with built-in tracking and accountability.

Process & Time Savings

Standardized workflows reduce errors, while end-to-end traceability ensures a full audit trail for faster, more efficient operations.

Scalable Operations

Built for scale, the system handles growth and higher volumes smoothly, maintaining stability and enabling expansion through automation and reporting.