Middle Office For Brokers

Broker Workflow
chart broker

CRM captures trades in real-time from CME and ICE.

Trades populate in real time once cleared by exchanges.

How does CRM work?

CRM confirms via chat.

Send a chat confirm on ICE CHAT/AOL with one click

Invoices and Collections simplified.

Invoices are automatically generated at end of the month.

Ulysses CRM Real-Time Invoice Reconciliation

Trader Workflow

CRM automates real-time reconciliation.

Odysseus FinTech compares Broker's rate sheet to the monthly invoice line by line.
Invoices are then either cleared for payment or flagged for review.