Genesis Global, the low-code application development platform purpose-built for financial markets organizations, today announced that the Genesis platform will provide new trade automation and client portal system for Itaú Securities.

The Genesis solution will automate pre-trade workflows, minimizing data checks, trade input, order routing, and other administration needed of Ita Securities traders, and combine transaction and portfolio information, increasing the experience provided to clients of Ita Securities.

“Genesis has the expertise to understand our challenge and the technology to deliver an effective, modern solution,”

Marcelo Aagesen, Managing Director, Global Markets and Strategy at Itaú Securities.

“This partnership is part of our continued digital transformation and we expect the new system to improve the experience we offer our clients,”

                                                                Alberto Tani, Head Trader at Itaú Securities.

“The challenge at Itaú is the perfect environment for the Genesis platform,”

“We have the ability to quickly automate a range of proprietary workflows and integrate with multiple internal and external technologies to create a modern, high-performance system that will enhance how Itaú serves its clients and manages its trading operations.”

                                          Stephen Murphy, co-founder and CEO of Genesis Global.

Genesis was chosen because of its extensive domain expertise in asset management, trading, and financial services. To create the new, entirely cloud-based system, Genesis will use an agile implementation method and make use of the platform’s numerous technical and business components. The Genesis platform’s components will make it easier to integrate Ita systems for credit, compliance, and documentation checks with order management systems (OMS), execution management systems (EMS), and order management systems (EMS).