Pre-Trade Risk Management Tools and Solutions

Built for pre-trade risk management

From legal documentation to real-time pricing and risk assessment, Derivative Path streamlines everything that must happen before a trade is executed. We give your teams a system of record that simplifies readiness, improves decisions, and drives smarter execution.

Automated pre-trade documentation

A configurable workflow ensures all legal and operational documentation is complete before the first quote is sent.

Guided hedge structuring

Design and simulate hedge strategies based on your exposures using trade templates and decision tools.

Auto-generated trade collateral

Instantly produce term sheets, educational materials, and counterparty-ready summaries for internal and client use.

Live pricing and market integration

Leverage real-time market data and modeling to evaluate hedge pricing across multiple structures.

Pre-trade risk insights

Evaluate incremental credit and XVA exposure before executing new trades, with full visibility across portfolios.

System of record functionality

Establish a financial system of record for pre-trade activity with integrated structuring, documentation, and risk oversight.

Built-in controls for legal and counterparty readiness

Eliminate last-minute trade delays with a pre-trade checklist and document workflow that ensures all parties are ready. From ISDA support to eligibility flags, Derivative Path makes compliance easy and transparent.

Pre-trade risk, modeled before you commit

Understand the risk impact of every potential trade before you execute. Our platform helps you simulate market, credit, and XVA exposure to ensure your hedging strategies support your broader risk and capital objectives.

"Through their trading platform and industry expertise, Derivative Path delivers the ideal combination of execution and technology platform for all rate hedging."