Tools for Remodeling the Trader Desktop

1
Tools for Remodeling the Trader Desktop
Michael Curry Director of Products Services,
Altio
2
Todays Trading Interfaces

• Islands of Information
• Manage multiple applications
• Designed to prevent integration

3
The Unified Interface

• Browser-based and portable
• User configurable and customizable
• Highly graphical
• Real-time

4
The Unified Interface
Front-office Data
Market Data
Back-office Data

• Merges data from multiple sources
• Market data (pricing, fundamentals, news, corp
  act, etc.)
• Front office (indications, pricing, risk, etc.)
• Back office (accounts, inventory, settlement,
  etc.)

5
How It Is Done
AltioLive Smart Client
Caplin
HTTPS
AltioLive Studio
Application Server
AltioLive Presentation Server
Sun ONE App Server
JDBC
HTTP
NASDAQ
Inventory Mgmt
6
The Trading Applications You Want
ACCESSIBLE FROM ANY BROWSER
Live Data (Real-time connection to back-end
systems and data)
More functional (more than just content)
User-based personalization and user customization
capabilities
Transactive process-oriented
Data visualization (live graphing, charting, etc.)
Context between data From different
sources, internal and external
Easy to Integrate New data
EASY ENOUGH FOR TRADERS TO DEVELOP!
7
Rapid, Easy Development

• Drag Drop Development Tools
• Easily connect
• Simply point app to existing databases, web
  services, message queues, etc. (easy to connect)
• Create a new application in a fraction of the
  time (75 time savings)
• Allow power users to design their own apps
• Code by exception
• Works seamlessly with the Portal software (single
  sign-on, etc.)

8
Web Application Architecture
Browser Client
AltioLive Smart Client
Presentation Tier
AltioLive Presentation Server
JSP Page
Servlet Layer (Desktop Controller)
Controller Tier
Controller Beans Layer
Business Layer (Domain Business Objects)
Business Objects
Integration Objects
Foundation Services
Services Tier
9
Case Study 1

• Cross-border equity trading network
• 24 exchanges, 16 countries worldwide
• Global order routing and settlement management
• T1 ready, STP capable network
• Provides a mechanism for small and medium firms
  to participate in electronic cross-border
  transactions

10
Case Study 1

• NASDAQ AMEX Stock Market
• Chicago Stock Exchange
• Philadelphia Stock Exchange
• Toronto Stock Exchange
• Bourse De Montreal Canada
• Amsterdam Exchanges N.V.
• Bolsa de Madrid
• BXS - Brussels Exchanges
• Copenhagen Stock Exchange
• Deutsche Borse AG
• Helsinki Exchanges Group
• Irish Stock Exchange
• Italian Stock Exchange
• Borsa De Valores de Lisboa
• London Stock Exchange
• Societe De La Bourse de Luxembourg SA
• Oslo Bors
• Paris Bourse SBF SA
• OM Stockholm Exchange

Broker Desktops
AltioLive Presentation Server
Euroclear London Clearing House SICOVAM (FR) CIK
(BL) DTC (US) Clearstream (DE) CREST Co.
(UK) NSCC (US)
App Server
Web Services
Application
Application
Application
Application
11
What did they get?

• Improved User Interface
• Real-time data
• Data visualization
• Reduced bandwidth usage
• 90 reduction due to elimination of HTML polling
• Reduced development costs
• 75 reduction in time cost of development

12
Case Study 2

• Global Financial Institution
• Investment arm of a Top 5 U.S. Bank
• Implementing a derivatives trading dashboard
• FX forecast
• Interest rate forecast
• Macroeconomics
• Alerts
• Integrating it into trader and customer portals

13
Case Study 2
FX
App Server
AltioLive Presentation Server
Web Services
Interest Rate
MacroEcon
Portal Server
14
What did they get?

• Improved User Interface
• Real-time data
• Data visualization
• Process portability
• Ability to extend dashboard to portals,
  handhelds, and other channels
• Reduced development costs

15
AltioLive Features

• Completely based on Java and XML
• Rich client controls (graphs, charts,
  spreadsheets, etc.)
• Rapid, visual development (code by exception)
• Simple, Service-based integration
• Data merging and routing
• Offline capabilities
• Seamless integration with portal servers
• Portable across browsers, devices, platforms

16
Contact Us

• Come see a Caplin demo at the booth
• Bundled with Sun ONE Portal Server 6
• Download the Studio
• http//www.altio.com/developer
• Questions
• mcurry_at_altio.com