Everything in one place.

The all-in-one platform to source, trade, and monitor all your structured products.

Idea Generation

LevineX helps you discover structured‑product ideas faster and more precisely. By analyzing real‑time market activity and leveraging our automated pricer, you can identify promising structures, check feasibility instantly, and prepare for execution. Soon, AI‑driven recommendations will personalize ideas to your book, and in future releases we’ll surface issuer‑sponsored concepts directly in your workflow.

Tap into a live feed of top‑traded products to spark new ideas
Run instant feasibility checks with our built‑in pricing engine
Preview indicative prices and sensitivities before you commit
Personalized recommendations via AI and collaborative filtering Coming Soon
Highlighted concepts promoted by your preferred issuers Future

Automated Trading

Get lightning‑fast price discovery and execution while retaining full control of your liquidity channels.

Use our automated pricer to preview levels on any product in seconds
Trade directly on those quotes — or, if you require dealer approval, route the order instantly to your internal trading desk
Plug into select issuers’ algo‑engines under your own API credentials, so the issuer always knows it’s you pricing
Auto‑populate trade tickets via our AI parser
Every quote and execution is timestamped, stored, and retrievable for compliance

RFQ Engine

Replace fragmented emails, chats, and calls with a unified RFQ workflow—complete, accurate, and trackable.

Only send when every field is correctly filled, eliminating back‑and‑forth clarifications
Use your own broker or issuer contacts, fully integrated alongside LevineX’s partner network
View all quotes from multiple desks in a consolidated dashboard for side‑by‑side comparison
One‑click convert-to‑trade, with settlement instructions, custodian notifications, and reconciliation emails handled automatically
Generate regulatory‑grade best execution reports

Secondary Market Trading

Tap into live secondary liquidity without endless back‑and‑forth.

Execute against the secondary prices you see, all without leaving the LevineX cockpit
Get instant trade confirmations, settlement emails, and position updates
Every secondary order, fill, and cancellation is logged for compliance and post‑trade review

Life Cycle Management

After execution, LevineX takes charge of every lifecycle event so you never miss a beat. From barrier monitoring and coupon fixings to early redemption triggers and final maturities, the platform tracks and reports all critical milestones. Stay informed through real‑time alerts in the app or automated daily and weekly email summaries that keep you and your clients aligned at every stage.

Automated barrier‑breach and knock‑in/knock‑out checks
Scheduled coupon fixing reminders and payment tracking
Early redemption and maturity event notifications
Consolidated audit trail of every lifecycle action
Customizable email digests (daily and weekly) for ongoing transparency

Portfolios

LevineX lets you group and manage all your structured products in bespoke portfolios, so you know exactly what each client owns, and can report with confidence.

Assign any combination of products to named portfolios for clients, strategies, or risk buckets
Prevent overlapping structures or overly correlated exposures before you trade
One‑click generation of branded PDF overviews with positions, valuations, and commentary
Share live portfolio snapshots with team members or clients

Book a demo