2ndlevelimage_09.jpg Skip Navigation LinksHome > Products and Services > Investment Technologies > Software Platforms > Options Technologies > Workflow Automation

Workflow Automation

Increase Efficiency. Enhance Productivity.

At ConvergEx, we specialize in addressing the specific requirements of firms engaged in the facilitation of options order flow. Our LiquidPoint workflow automation solution is designed to increase efficiency and enhance productivity for high touch execution, streamlining and organizing processes that have traditionally been manual or, at best, semi-automated.

  • LiquidPoint workflow automation includes:
  •  -  Ability to enter, derive, route and re-route orders
  •  -  Tools that can hit multiple bids and lift multiple offers by sweeping multiple exchanges
  •  -  Offers transfer order ownership from salesperson to trader
  •  -  Technology that executes customer orders by committing capital and routing to a facilitation mechanism at the exchange
  •  -  Price improvement
  •  -  Electronic management, status reporting and an audit trail of each order as it moves through the system
  •  -  COATS compliance requirements


Our workflow automation allows salespeople to electronically enter and manage multiple orders, view quote information, including Greeks and Implied Volatility, and electronically manage and view all order information. If needed, complete audit trail information is quickly available. Upon entering a customer order, the salesperson may also transfer ownership of order flow from a trader or another salesperson seamlessly.

For more information about our LiquidPoint options technology, please contact us at 312-986-2006.