FX Exchange & Quotes without friction
Your clients submit a clear request; your operators decide in a few clicks. Each rate is locked into the operation: transparency for the client, peace of mind for compliance.
From entered amount to validated rate
A structured request, a readable summary, a traced decision — from the first click to PDF archiving.
Client-side request
Currency pair selection, buy/sell direction and amount: the request is standardized from submission, with no ambiguity for the back-office.
"You give / You receive" summary
The client sees the applied rate and exact amounts before validation — zero surprises, zero vague disputes after the fact.
Operator decision
Direct approval, justified rejection or counter-rate proposal with expiration date: you keep control over pricing.
ECB & manual rates
Feed your quotes via ECB references or enter your own rates: CoreFX adapts to your market policy.
Balance control
Automatic detection of insufficient balances with alerts: fewer operational errors, fewer manual adjustments.
PDF & history
Automatic generation of conversion confirmations and filterable history by status, date and pair for your internal controls.
A rate snapshot per operation
Each movement carries its proof: rate locked at creation, complete audit trail, ready for your reviews and audits.
Rate locked at creation
The snapshot recorded with the operation never changes after the fact: you explain the past with the same figures as at the time of the transaction.
Complete audit trail
Who validated, who proposed a counter-rate, when the request expired: each step is timestamped for operational and regulatory traceability.
Filter-driven management
Find any operation in seconds by status, period or pair: ideal for daily monitoring and extractions to PnL or accounting.
Confirmation documents
Conversion PDFs are produced automatically: your clients receive a professional proof aligned with the recorded amounts and rate.
Related Features
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