Protect your platform with AI agents
Deploy agentic AI today and offload manual review, onboarding, and investigations.
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The canvas for every data project
Portfolio Accounting
Just like a spreadsheet, you can edit any cell, row, or column with just a keystroke.
Risk and Compliance
Never lose your progress, with any edits or transformations to data automatically saved.
Data and Analytics
Just like a spreadsheet, you can edit any cell, row, or column with just a keystroke.
Frequent stable updates
Never lose your progress, with any edits or transformations to data automatically saved.
The first fixed income operating system designed to scale
$3.5T+
Assets held by our clients
3M+
Orders processed through our platform
4.9/5
on Trustpilot in March 2025
World-class products design unified by choice
Traders
Leverage the most powerful trader workstation on the street
An order and execution management system with automated trading and advanced order management capabilities that scales with you.
Accurate, attribution-ready data
Crescent pushes transaction data automatically
Managers
Construct and manage portfolios with precision and insight
Access sophisticated analytics, rebalancing tools, and performance attribution to optimize strategies and deliver superior client outcomes.
Holistic portfolio view
Consolidate multi-asset data for complete transparency
Compliance
Navigate the regulatory landscape with confidence
A comprehensive suite of tools for trade surveillance, regulatory reporting, and audit trail management to ensure firm-wide adherence.
Automated surveillance
Proactively detect and manage potential compliance issues
Built with safety as a priority
Industry-standard certifications. SOC 2 Type I & II certified. Meeting the highest standards for data protection and system reliability.
99.99% uptime. Built for mission-critical performance. Infrastructure that delivers the stability and resilience that enterprise teams need.
Fully encrypted, end-to-end. Secure at rest, in transit, and at every stage in between.
SAML SSO. Enterprise-grade access control with secure SAML Single Sign-On.
Advanced user permissioning. Set custom access at every level for rapid scaling.
Trusted by the world leading teams
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Overcut is a global independent research firm that evaluates software providers to inform purchasing decisions. ESG & Sustainability Reporting Software, earning recognition for our comprehensive platform capabilities.
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Overcut is a global independent research firm that evaluates software providers to inform purchasing decisions. ESG & Sustainability Reporting Software, earning recognition for our comprehensive platform capabilities.
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Overcut is a global independent research firm that evaluates software providers to inform purchasing decisions. ESG & Sustainability Reporting Software, earning recognition for our comprehensive platform capabilities.
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Overcut is a global independent research firm that evaluates software providers to inform purchasing decisions. ESG & Sustainability Reporting Software, earning recognition for our comprehensive platform capabilities.
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