Automate conversion. Keep pricing and execution traceable.

Reduce manual initiation and processing by connecting custody-account balance changes to a rule-driven conversion workflow.

Configurable pricingEligibility checksAudit trail

THE OPERATING FLOW

Solution flow illustration

Reduce manual initiation and processing by connecting custody-account balance changes to a rule-driven conversion workflow.

Apply eligibility checks and pricing by customer, account and currency. Retain reference prices, spreads, status, contracts and audit logs.

Core capabilities

Start processing when account balance changes meet the configured conditions.

Apply rules by customer, account and currency, including multi-band pricing.

Connect quotes, conversion, notifications and receipts; retain rates, spreads, status, contracts and audit logs.

INTEGRATION & DELIVERY READINESS

Connect account balance events, real-time quotes, FX execution, notifications and receipt archiving.

Confirm trigger conditions, pricing bands and the records retained at each stage before enabling automated processing.

Designed forCustody and banking operations teams seeking configurable, traceable currency conversion workflows.

Which information is retained?

Reference prices, customer spreads, processing status, contractual documents and audit logs are described in the source.

How do we confirm deployment and delivery scope?

Discuss your business priorities, existing systems and review requirements. Controls and service commitments are defined for each engagement.

Auto FX

Discuss your business priorities, existing systems and review requirements.

Based on Company & Product Overview · August 2026 · p.16. Controls and service commitments are defined for each engagement.