Automatch

•  Adjusts the match quantity to the minimum of both the borrower and lender quantity.
• Automatically lowers your bid rate if it exceeds the offer rate.
• Can be turned off for those preferring a comprehensive view of liquidity for HTB/refinancing.
• Designed to reduce manual negotiation and move matches into a tradeable state more efficiently.

Rate Tolerance

• Allows users to configure a range of rate tolerances applied to their interests depending on the bid rate.
• Adjusts your rate up by a certain amount if it creates a perfect match.
• Coupled with Automatch, so Rate Tolerances are only applied when Automatch is enabled.
• Tolerance table is editable in Client Settings under the SBL tab.
• Tolerances can be set in either absolute bps or % increases.
• Designed to streamline the workflow, reducing manual negotiation and moving matches into a tradeable state more efficiently.

Post-Trade Fund Allocation

•  Allows lenders who allocate to sub funds only once the trade has been booked to dynamically update the trade details live in Wematch.
• Updated details of splits & sub funds are persisted through to the trade blotter & trade confirms sent to borrowers.
• Ensures that the trade details in Wematch accurately reflect the post-trade allocations made by lenders.

Counterparty Ranking

• Allow users to rank their counterparts so it will match up the interests with the counterparty ranked the highest with other attributes being equal.
• Coupled with Automatch, so Counterparty Ranking is only applied when Automatch is enabled.
• Editable in Clients Settings under the SBL tab
• Designed to take the credit remediation and supply stability out of a manual processing