Trading
Secondary trading desk software built for real order flow
Capture buy and sell interests, surface valid matches, including multi-party bundles, and move opportunities into deal configuration without spreadsheet archaeology.
Overview
Spreadsheets cannot keep up with secondary order flow
Secondary desks juggle indicative orders, partial fills, blind markets, and complex multi-party structures. When matching logic lives in email and Excel, valid opportunities hide behind stale data and manual reconciliation.
Operations teams spend hours confirming what is still available, who already owns a line, and whether price corridors align before anyone opens a data room.
Overview
One order book with shared eligibility rules
secondri Trading Desk unifies buy interests, sell interests, and matching suggestions on shared validity rules. Single-party and multi-party opportunities are filtered before they reach the UI, so desks configure deals from proven corridors, not hopeful guesses.
- Buy and sell interest capture with mandate fit and lifecycle status
- Single-party and multi-party match suggestions with availability modes
- Blind and indicative masking for sensitive markets
- Direct path from suggestion to deal configuration
Capabilities
Buy & sell interests
Structured capture of amount, price, security type, and remaining capacity with allocation-aware projections.
Matching engine
Suggestions ranked by fill quality, corridor coherence, and party topology before display.
Multi-party bundles
Bounded search for one-sell-many-buy, one-buy-many-sell, and many-many structures.
Availability visibility
Filter available-only, include in-deal capacity, or review already-represented opportunities explicitly.
Sankey previews
Heuristic flow views for exploring bundle topology before operational allocation.
Auto-match & manual match
Desk policy chooses automation level while preserving audit-friendly history.
From indication to configured deal
- 01
Capture
Log buy or sell interests with counterparty, terms, and mandate metadata.
- 02
Discover
Review filtered suggestions with availability and duplicate-deal badges.
- 03
Configure
Open the deal builder with participating interests pre-loaded.
- 04
Advance
Hand off to compliance gates and data room workflows on the same record.
Built for secondary brokers and GP desks
Whether you broker LP interests or run an internal secondaries desk, Trading Desk replaces fragmented tools with one authoritative order book.
Solutions for secondary brokersCloud
Delivery
Multi-tenant
Architecture
API-ready
Integrations
SOC2-ready
Posture
Frequently asked questions
- Is Trading Desk included in every secondri deployment?
- Module access depends on your package. Broker Stack teams typically enable trading, deals, and compliance together; Emerging Manager packages emphasize fund admin and the investor portal. Contact sales to map modules to your organization.
- How long does implementation take?
- Most teams begin with core workflows in days, then expand modules and integrations over subsequent sprints. We provide implementation playbooks and training for desk, ops, and IT stakeholders.
- Can we integrate with our existing OMS or CRM?
- Yes. secondri exposes REST APIs, webhooks, and CSV exports so you can sync orders, counterparties, and reporting outputs without a rip-and-replace project.
- Is secondri multi-tenant cloud SaaS?
- secondri is purpose-built as multi-tenant cloud software with tenant isolation, role-based access, and optional SSO for enterprise programs.
See secondri in action
Walk through a sample environment with your workflows, compliance checks, and reporting needs. Our team will tailor the demo to your desk or fund operations model.