Case Study: StoneX streamlines post-trade operations with Genesis TAM

StoneX simplifies the post trade technology ecosystem with TAM

StoneX, a global broker-dealer, was facing operational challenges as its post-trade operations were siloed by asset type and supported by multiple non-integrated systems. This lack of integration created significant operational and financial risks for the customer and was resource-intensive to manage.

To address this, Genesis implemented its Trade Allocation Manager (TAM), a universal post-trade middle office solution. The Genesis platform provided a single system for capturing trades, managing exceptions, and automating workflows across multiple asset classes. This resulted in a dramatic simplification of the technology ecosystem, a reduction in operational workload and costs, and an improvement in client service for StoneX.

Stonex