Before, time was spent organizing
- Reading emails and PDFs one by one
- Copying terms
- aligning Excel columns
- Cross-referencing quote versions
- Dispersed RFQ and decision records
QuoteDesk extracts quote terms from emails and PDFs, organizing underlyings, strikes, and tenors into a single comparison table for easy team review and selection.
View Product DemoUnderlying, Strike, Tenor: Presented Side-by-Side
Fewer window switches, quicker grasp of key terms.
| Dealer | Underlying | Strike | KO | Gearing | Tenor | Status |
|---|---|---|---|---|---|---|
| UOB | NVDA | 81.6% | 105% | 2x | 7M | Analyzed |
| UBS | NVDA | 82.1% | 105% | 2x | 7M | Analyzed |
| Citi | NVDA | 81.9% | 105% | 2x | 7M | Analyzed |
This is an AQ example only; the values shown are not real-time dealer quotes.
Built for EAMs, Family Offices, and Independent Wealth Managers to streamline structured product RFQs like AQs, DQs, and FCNs.
Dealers respond as usual; QuoteDesk extracts and organizes terms, so comparisons no longer start with a blank Excel sheet.
No changes needed to dealer relationships, no new platforms required for them.
Learn about structured product quote organization, applicable scenarios, and custom development options.
QuoteDesk is a customized quote management solution specifically developed for structured product RFQ processes. It targets External Asset Managers (EAMs), Family Offices, and Independent Wealth Managers, helping them organize responses from multiple dealers into comparable data. It's ideal for teams that frequently handle emails, PDFs, and manual comparison tables.
QuoteDesk extracts quote terms from dealer emails and PDFs, organizing underlyings, strikes, and tenors according to predefined fields. This reduces the manual work of reading emails one by one, copying terms, and aligning Excel columns. The organized data is still reviewed by the team, ensuring manual oversight in quote selection and decision-making.
QuoteDesk can be developed to support structured products such as AQs, DQs, and FCNs. The principle is to leverage dealers' existing email and PDF response methods, without requiring them to integrate with a new platform. Actual supported products, document formats, and parsing fields will be confirmed after reviewing quote examples.
QuoteDesk's data storage, user permissions, and deployment environment are determined on a project-by-project basis. During the requirements discussion, we will clarify who can view quotes, what records need to be retained, and the team's existing data management guidelines. This information will then be used to estimate the scope of implementation.
QuoteDesk involves custom development. You can start by preparing anonymized sample dealer emails and PDF quotes, your current Excel comparison tables, and any operational aspects you wish to improve. After confirming the product types, comparison fields, review processes, and integration needs, we can then assess project costs and development timelines.
See how QuoteDesk can integrate into your existing quoting workflow.