Counterparties to standard and complex (non-standard) brokerage transactions rely on the BTS Brokerage Invoice Management (BAS) and Proof of Charge (POC) solutions to support an evidence-based Brokerage Accounting Solution (BAS). This approach resolves disputes, reduces aged receivables/payables, prevents P&L leakage, and ensures the timely and accurate processing of invoices between counterparties.

BAS Functionality

  • Intelligent-Invoices provide interoperability between the counterparties to shorten the invoice payment cycle
  • Data-Translator provides complete insight into standard and non-standard data structures
  • Rates-Verse captures standard contract rates as well as bilaterally negotiated rates, Bloomberg rates, email rates, and give-up rate agreements
  • BIMS-Explorer supports transactional drill down functionality to examine all transactional leg details, along with differences that have been detected by BTS algorithms

POC Functionality

  • Trade Confirmations are used to evidence counterparty transactional details
  • Monthly Invoices provided by the billing party provide information into originating charges
  • BTS algorithms automatically organize data into standard and non-standard data sets
  • Processes fees associated with all legs of the transaction, inclusive of bespoke one-off trades
  • References industry based standard agreements
  • Maintains and manages non-standard rates as well as bespoke contractual agreements thus providing a complete reference set of all counterparty Brokerage agreements