Funds & Asset Managers

Streamline your end-to-end investment workflows

ipushpull delivers real-time solutions for enhanced communication and automation across your internal execution and trading desks, your portfolio managers, your counterparties and your internal systems.

Send and receive live RFQs, price and trade data using existing applications like Excel, Symphony and chatbots, or via FIX and other APIs, in a secure, unified, live environment.

Build and configure custom applications and bots to complement existing chat and voice workflow. Replace manual processes, copy-and-paste, emails and spreadsheets with live, automated data sharing in a secure, unified, live environment.

Connect ipushpull’s configurable services and integrations into your existing systems… deliver powerful real-time data updates and alerts.

ipushpull solutions for Funds & Asset Managers

Pre-trade Negotiation Workflows

Automate and consolidate multi-channel negotiations into a single workflow automation app. Share information and RFQs with your counterparties automatically over chat or via a direct live connection using ipushpull. Connect your OMS and, using our off-the-shelf plugins and APIs, share your data and workflows with your internal teams using apps like Excel and externally with your clients using chat apps including Symphony.


  • Receive actionable live trade axes from sell side direct into Excel, chat or your OMS/EMS via ipushpull 
  • Streamline your workflow by sending RFQs to dealers across multiple chat sessions  
  • Automate complex package and basket trade workflows between counterparties in a live chat environment


Real-time updates for your clients

In addition to managing and automating your trade execution workflows, ipushpull can be deployed as a simple and effective client portal/information platform or mobile app, providing valuable market information and KPIs in real time or on demand.    


  • White-labelled desktop and mobile applications with client-by-client infomation including charts and live data 
  • Market or fund data-driven updates and alerts sent in real time to clients
  • Configurable connections and add-ins to in-house databases and desktop apps like Excel


Improved efficiency
Reduced costs
Reduced errors
Better oversight

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