Structured products lifecycle management.
Monitor barriers, autocalls, coupons and redemptions across every structured product — even ones you traded elsewhere.
Book a demoLifecycle management for structured products — with or without the trade
Most of a structured product's life happens after the trade is booked, and that is where risk quietly accumulates: a barrier breached while you are out of the office, an autocall observation that slips by unnoticed, a conditional coupon that does not pay because a level was missed. LevineX watches all of it for you — even on products you traded elsewhere.
Barrier & autocall monitoring
Daily checks against live market data flag knock-ins, knock-outs and autocalls the moment they trigger.
Coupons & redemptions
Every fixing, payment and maturity is scheduled and tracked, with alerts ahead of each key date.
Works on legacy positions
Register products traded outside LevineX and monitor them exactly the same way — no prior trade required.
Life Cycle Management
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
-
Autocall observation monitoring and call notifications
-
Scheduled coupon fixing reminders and payment tracking
-
Early redemption and maturity event notifications
-
Register legacy positions traded outside LevineX for full monitoring
-
Consolidated, audit-ready trail of every lifecycle action
Portfolios
Group and manage all your structured products in bespoke portfolios, so you know exactly what each client owns and can report with confidence.
-
Assign products to named portfolios for clients, strategies or risk buckets
-
Spot overlapping structures or overly correlated exposures before you trade
-
One-click branded PDF overviews with positions, valuations and commentary
-
Share live portfolio snapshots with team members or clients
Already trading elsewhere? Start with lifecycle
You can adopt LevineX purely for post-trade monitoring and add the rest later. When you are ready to source new structures, idea generation and RFQ trading plug straight into the same cockpit, so every product you trade is monitored from day one.