For more information about Luxoft, visitwww.luxoft.com

www.luxoft.com/financial-services/

case study

Prime Brokerage client Portal

Summary

26.09.2012

Create a portal for prime brokerage clients of a global investment bank that provides online access and self-service capabilities for their trading activities.

u Client: TOP10 global investment bank u Business AreA: Prime brokerage, Client Services, Operations u Asset ClAsses: Listed Derivatives u integrAtion: Transaction repository, Clearing Systems, Static Data

repository, allocation Systems u user Profile: Clients, Operations department of the Bank u geogrAPhy: Europe u relAtionshiPs stAtus: Ongoing, T&m u serviCes Provided: Full cycle: Business analysis, Development,

Qa/Testing, maintenance with Production support u teAm size: 40+ u durAtion: 1 years

BuSinESS ChaLLEngE

in order to improve the competitive advantage of its prime brokerage services, the bank began an initiative to provide its clients with a userfriendly portal for online access to accounts and trade, investment products, and customer service.

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LuxOFT DELivErED SOLuTiOn

Luxoft’s extensive background in the development of electronic trading solutions enabled them to design and implement a solution that is both easy to use and navigate, as well as providing all of the functionality needed to give the bank and its clients the full benefit of prime services.

The delivered System consists of the following Portals:

u Trade Blotter

u allocation Blotter

u alert & Position Blotter

u Trade Life Cycle Blotter

u Treasury Portal

u Document repository and home Page.

Currently the Portals allow operations and Clients to:

receive information

u executions linked to orders

u allocated trades

u cleared trades (including give-ins)

u recorded trades

u positions

u balances

u cash and securities collateral

u margin and margin calls

u reference data ( credit and debit rates, exchange events)

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CuSTOmEr FEEDBaCk

BEnEFiTS

Luxoft’s prime services client portal increased the bank’s competitive advantage with the following benefits:

u increased opportunities for higher returns and lower costs in the bank’s prime brokerage service

u improve operational coordination and customer service

u increased client satisfaction and relationship management with the value-added benefits of portal access to a wide range of functionality, personalization and customization options, dynamic delivery of trade activities, and improved collaboration

apply self‐service functions:

u download reports

u make queries (including missing trades and not-recognized trades)

u make allocations via different methods

u withdraw and deposit cash

u withdraw and propose new securities collateral

u create fx requests

u receive alerts (expired trades, forthcoming expirations, assigned and exercised options)

Work in user‐friendly environment:

u convert everything info xls

u create personal settings ( favorite lists, table views and filters, choice of allocation methods and alerts, distribution lists)

use up‐to‐date documents repository (incl. 4‐eyes principle)

Detailed feedback is available on request.

about luxoftLuxoft, a principal subsidiary of iBS group, is a provider of advanced application and software engineering outsourcing services for global and regional enterprises. Luxoft builds partnerships with its clients, such as Boeing, iBm, Deutsche Bank, uBS, harman, avaya, alstom, and Sabre, based on the culture of engineering excellence, innovation, and deep domain expertise. Luxoft offers international delivery capability through its network of state-of-the-art delivery centers in north america, Eastern Europe, and asia. Luxoft`s customers benefit from the right mix of technology skills, industry knowledge, proprietary processes and methodologies, and a choice of engagement models.

For more information about Luxoft, visit www.luxoft.comwww.luxoft.com/financial-services/

© 2012 Luxoft