Built to connect. Designed to fit your stack.

API & Core Systems

Open API

Derivative Path is fully API-enabled, allowing direct, real-time connectivity with any API-compatible core banking system, portfolio management platform, or third-party application. 

Microsoft Excel

Microsoft Excel

Export derivative positions, risk metrics, and portfolio data directly into Excel. Import financial models and structured data back into the platform. Supports the workflow of treasury teams that rely on Excel for analysis and reporting. 

Power Point

Microsoft PaowerPoint

Derivative Path produces client-ready PowerPoint presentations directly from the platform, giving institutions a polished, consistent way to communicate derivative structures and terms to counterparties.

Microsoft Office

Microsoft Word

Pull live data from Derivative Path directly into Word documents. Enables accurate, time-efficient creation of client-facing reports, trade confirmations, and internal documentation without manual data re-entry. 

Microsoft Office

Microsoft Outlook

Stay in your inbox. Derivative Path connects with Outlook to surface relevant trade and portfolio information without requiring users to leave their email workflow. Ideal for operations and client-facing teams who manage high-volume communication. 

File Transfer & Data Exchange

SFTP (Secure File Transfer Protocol) 

Derivative Path supports bidirectional data exchange via SFTP, enabling automated push and pull of structured data files between the platform and your internal systems, custodians, or counterparties. Supports scheduled and event-driven transfer workflows. 

File Transfer & Data Exchange

Sharefile

Securely exchange documents and data files with counterparties and clients through Sharefile. Derivative Path supports both inbound and outbound Sharefile workflows, making it easy to manage controlled data transfers without email attachment dependencies.

AI-Powered Ingestion

OTC Derivatives Ingestion Tool 

Derivative Path's proprietary AI-enabled ingestion tool reads, interprets, and incorporates existing OTC derivative transaction data into the platform, accelerating time-to-value for new clients transitioning from legacy systems or spreadsheet-based tracking. 

Industry Networks

TriOptima

Derivative Path has established a direct integration with TriOptima, a leading provider of OTC derivatives post-trade risk management services. This connection supports compression, reconciliation, and trade management workflows within a single platform environment. 

Core Banking Technology 

Jack Henry Directline

Derivative Path integrates directly with Jack Henry Directline, enabling community and regional banks to access FX payments and risk management capabilities within their existing Jack Henry environment. 

Risk Analytics

Numerix

Derivative Path partners with Numerix to deliver sophisticated pricing, risk analytics, and valuation capabilities across a broad range of derivative asset classes, supporting both pre-trade analysis and ongoing portfolio risk management. 

Collateral Management 

CloudMargin

Through our partnership with CloudMargin, clients benefit from integrated collateral management and margin workflow capabilities, reducing operational risk and streamlining the end-to-end lifecycle of collateralized derivatives. 

Investment Banking / Advisory 

Piper Sandler

Derivative Path works alongside Piper Sandler to support financial institutions navigating balance sheet strategies and customer hedging programs, combining advisory expertise with platform-driven execution.

Banking Technology

Q2

Derivative Path's integration with Q2 extends FX Payments and risk management capabilities to financial institutions operating on the Q2 digital banking platform, expanding access for community and regional banks. 

FX Liquidity Provider

Wells Fargo

Wells Fargo FX Payment Solutions powers Derivative Path's International Payments capability, providing clients with institutional-grade foreign exchange execution and cross-border payment settlement. 

FX Liquidity Provider

JPMorganChase

JPMorganChase provides FX liquidity and payment infrastructure in support of Derivative Path's international payments offering, delivering deep market access and competitive execution for client transactions. 

FX Liquidity Provider

First National Bank of Omaha

FNBO serves as an FX liquidity provider within the Derivative Path ecosystem, supporting clients with reliable foreign exchange execution and payment capabilities across key currency pairs.

TrueNostro

Baton Systems

Derivative Path partners with Baton Systems to deliver real-time nostro visibility, automated settlement, and front-to-back payment control for regional and mid-market banks, enabling institutions to scale their FX and multi-currency operations with greater efficiency and direct operational oversight.