TradingTerms
TradingTerms
Generate compliant Termsheets, Final Terms and KIDs for complex OTC products. Fast and error-free.
TradingTerms automates document creation and maintenance so your team can focus on closing those OTC deals.
Generate compliant Termsheets, Final Terms and KIDs for complex OTC products. Fast and error-free.
TradingTerms automates document creation and maintenance so your team can focus on closing those OTC deals.
What's in the box
Purpose-built features for efficient, compliant, end-to-end document generation.
What's in the box
Purpose-built features for efficient, compliant, end-to-end document generation.
What's in the box
Purpose-built features for efficient, compliant, end-to-end document generation.
Connection with trading systems
Automatically receive the necessary data from your existing deal capturing solutions with predefined fields.
Connection with trading systems
Automatically receive the necessary data from your existing deal capturing solutions with predefined fields.
Connection with trading systems
Automatically receive the necessary data from your existing deal capturing solutions with predefined fields.
Branded templates
Every document follows your brand guidelines and approved templates for a consistent client experience.
Branded templates
Every document follows your brand guidelines and approved templates for a consistent client experience.
Branded templates
Every document follows your brand guidelines and approved templates for a consistent client experience.
Multilingual setup
Deliver document in the language your clients prefer with multilingual template support.
Multilingual setup
Deliver document in the language your clients prefer with multilingual template support.
Multilingual setup
Deliver document in the language your clients prefer with multilingual template support.
Flexible export
Create refined Word or PDF documents in seconds—edit if needed or deliver instantly to your client.
Flexible export
Create refined Word or PDF documents in seconds—edit if needed or deliver instantly to your client.
Flexible export
Create refined Word or PDF documents in seconds—edit if needed or deliver instantly to your client.
Cloud auto-save
Work confidently with built-in cloud auto-save. Every input is stored automatically as you go.
Cloud auto-save
Work confidently with built-in cloud auto-save. Every input is stored automatically as you go.
Cloud auto-save
Work confidently with built-in cloud auto-save. Every input is stored automatically as you go.
Secure and scalable
Built with strong security and seamless scalability, giving IT and risk teams confidence as the business grows.
Secure and scalable
Built with strong security and seamless scalability, giving IT and risk teams confidence as the business grows.
Secure and scalable
Built with strong security and seamless scalability, giving IT and risk teams confidence as the business grows.
Our clients speak for us
They absolutely love to work with our products.
Our clients speak for us
They absolutely love to work with our products.
Our clients speak for us
They absolutely love to work with our products.
We are using Alloq on a daily basis to monitor, rebalance and FX hedge € 270 billion assets (under management). This includes our journey to Total Portfolio Management. PGGM has classified Alloq as one of our critical software applications. And they are handling this with great care and support.
Jeroen Rijk
Head of Total Portfolio Management, PGGM
I’ve known Kees and the VI Company team for many years. They support our growth in Europe with the digital solutions they develop and operate for us. Their work helps ensure that our services are accessible and easy to use for a broad range of investors. Would recommend working with them.
Martijn Rozenmuller
CEO, VanEck Europe
For over 15 years, VI Company has been a trusted partner for the platforms related to ING's exchange traded products. Their team is business minded and comes up with innovative solutions that helps us to give our clients the best possible experience.
Sander van Baren
Director CSG Investment Solutions, ING Bank N.V.
By using Alloq, our process has become more effective and easier to control. The quick responsiveness of the Alloq team regarding support and further development is excellent.
Jan Willem Cartens,
Portfolio Manager, MN
We are using Alloq on a daily basis to monitor, rebalance and FX hedge € 270 billion assets (under management). This includes our journey to Total Portfolio Management. PGGM has classified Alloq as one of our critical software applications. And they are handling this with great care and support.
Jeroen Rijk
Head of Total Portfolio Management, PGGM
I’ve known Kees and the VI Company team for many years. They support our growth in Europe with the digital solutions they develop and operate for us. Their work helps ensure that our services are accessible and easy to use for a broad range of investors. Would recommend working with them.
Martijn Rozenmuller
CEO, VanEck Europe
For over 15 years, VI Company has been a trusted partner for the platforms related to ING's exchange traded products. Their team is business minded and comes up with innovative solutions that helps us to give our clients the best possible experience.
Sander van Baren
Director CSG Investment Solutions, ING Bank N.V.
By using Alloq, our process has become more effective and easier to control. The quick responsiveness of the Alloq team regarding support and further development is excellent.
Jan Willem Cartens,
Portfolio Manager, MN
We are using Alloq on a daily basis to monitor, rebalance and FX hedge € 270 billion assets (under management). This includes our journey to Total Portfolio Management. PGGM has classified Alloq as one of our critical software applications. And they are handling this with great care and support.
Jeroen Rijk
Head of Total Portfolio Management, PGGM
I’ve known Kees and the VI Company team for many years. They support our growth in Europe with the digital solutions they develop and operate for us. Their work helps ensure that our services are accessible and easy to use for a broad range of investors. Would recommend working with them.
Martijn Rozenmuller
CEO, VanEck Europe
For over 15 years, VI Company has been a trusted partner for the platforms related to ING's exchange traded products. Their team is business minded and comes up with innovative solutions that helps us to give our clients the best possible experience.
Sander van Baren
Director CSG Investment Solutions, ING Bank N.V.
By using Alloq, our process has become more effective and easier to control. The quick responsiveness of the Alloq team regarding support and further development is excellent.
Jan Willem Cartens,
Portfolio Manager, MN
Flawless document generation
DION Intuitive layouts keep focus on what matters. Navigate effortlessly and get things done faster with less clutter.
Flawless document generation
DION Intuitive layouts keep focus on what matters. Navigate effortlessly and get things done faster with less clutter.
Flawless document generation
DION Intuitive layouts keep focus on what matters. Navigate effortlessly and get things done faster with less clutter.
Time-intensive & error-prone processes
Manual copy-and-paste work between trading systems and required documents.
Time-intensive & error-prone processes
Manual copy-and-paste work between trading systems and required documents.
Compliance & branding issues
Documents do not comply with legal- and branding requirements.
Compliance & branding issues
Documents do not comply with legal- and branding requirements.
