secondri · SaaS
Secondary trade management, built for modern desks
secondri is a SaaS platform for teams that need reliable workflows across secondary transactions—from indications and orders through settlement handoffs. Less spreadsheet risk, more operational clarity.
Trusted partner
One workspace for secondary-market operations
Whether you run a broker-dealer desk, an internal trading unit, or a fund operations team, secondri helps you standardize how trades are captured, reviewed, and reported. We focus on clarity, permissions, and a clean audit trail so you can scale process without scaling chaos.
Read full story →How we build
Clarity first
Every screen answers “what’s next?” and “who owns it?”—so desks spend less time reconciling status and more time executing.
Secure by design
Tenant isolation, least-privilege roles, and detailed access logs. Your data stays yours; we design for enterprise expectations from day one.
Pragmatic integrations
Meet teams where they are: CSV exports, webhooks, and APIs to sync with OMS, CRM, and data warehouses without a rip-and-replace project.
Platform
Connect your stack without the science project
Use standard exports and APIs to feed downstream risk, finance, and reporting tools. Start small—prove value on one desk—then expand modules as your rollout plan allows.
See the workflow →“Secondary markets move fast; your systems should not be the bottleneck. We built secondri so operations, trading, and compliance can share one operational picture.”
secondri product team
What we do
Trade workflow
Capture orders, allocations, and confirmations in one place. Built-in approvals, status tracking, and audit-friendly history for brokers, desks, and operations teams.
Explore →02Compliance & controls
Role-based access, immutable activity logs, and exportable records to support policy checks and reviews—without slowing day-to-day trading.
Explore →03Analytics & reporting
Dashboards for volume, counterparties, and lifecycle milestones. Slice by book, desk, or instrument family to spot trends early.
Explore →Cloud
Delivery
Multi-tenant
Architecture
API-ready
Integrations
Deploy faster. Operate with confidence.
Start with core workflow modules, connect your existing systems over time, and give each team the visibility they need—without duplicating data in email and spreadsheets. Request a demo to walk through a sample environment and integration options.
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