SpringBoard SGB

Overview

Springboard SGB is a cutting-edge trading platform designed to empower traders, analysts, and portfolio managers with customizable, interoperable workspaces. Built on OpenFin, the platform integrates critical trading applications into a unified environment, enhancing task-based workflows, productivity, and decision-making.

This case study highlights the platform’s design journey, emphasizing its ability to adapt to evolving trading needs while promoting seamless collaboration and efficiency.

The Goal

Create a self-service trading platform that supports:

Task-driven workflows: Addressing specific needs of roles such as traders and analysts.
Interoperability: Enabling seamless communication between tools and data streams.
Flexibility and Scalability: Allowing the platform to grow alongside users’ requirements.

Key Insights:
Research uncovered critical user needs, including:

Simplified management of multiple applications in a cohesive workspace.
Quick access to essential data and actionable insights.
Intuitive customization to adapt to varying workflows and scenarios.

The Challenge

Design a platform that delivers business-interoperable workspaces, offering:

Integration of key trading applications for improved efficiency.
A role-focused approach, aligning with users’ specific workflows.
Dynamic, customizable layouts for seamless task execution.

The Solution

Through iterative design, collaboration, and leveraging OpenFin’s
capabilities, Springboard SGB delivers a suite of powerful features and applications:

Discovery and Installation
Comprehensive discovery phases identified technical possibilities and user pain points, guiding the platform’s architecture.

Core Functionalities

RFQ Trade Ticket Creator : A streamlined application for traders to create, send, and manage Requests for Quotes (RFQs).
Flow Analytics: Tracks trade volume metrics, including active, missed, or canceled trades, giving users real-time insights into trading performance.
Global Search : An intelligent search tool that allows users to locate trades, instruments, and market data across all integrated applications.
Trade Blotter Flow : Provides a detailed view of trading streams, capturing both voice and electronic trade flows for enhanced tracking and analysis.
Portfolio Blotter : Focuses on portfolio-level data, enabling users to monitor positions, performance, and risk metrics across multiple portfolios.
Buzz (Alerts App) : Delivers actionable alerts and notifications for critical trade-related events. For instance, Buzz notifies traders of specific market interests, providing options to trigger, edit, or respond to trades directly.

Workspace Management and Customization

Users can:
- Save and restore multiple workspace configurations.
- Create default layouts for recurring tasks.
- Share custom setups across teams for streamlined collaboration.

Dynamic Layout Options

Features like grid and tabbed views enable users to customize their workspace layouts according to task priorities.

Outcomes and Impact

Streamlined Workflows: Traders can focus on decision-making with a unified platform that integrates essential tools.
Enhanced Collaboration: Customizable and shareable workspaces foster efficient teamwork.
Scalable Design: The platform is built to grow with evolving trading needs, ensuring long-term value.

This project underscores my ability to design user-centered, scalable platforms that address complex business needs while fostering innovation and efficiency.

Data Science Director,
“Singularity has completely transformed how I approach my role as a Portfolio Manager. The platform’s AI-driven insights into market trends and alternative data have been invaluable for identifying opportunities and managing risk. What truly stands out is the compliance-first approach—ensuring that sensitive information remains securely walled while still allowing me to access the data I need to make informed decisions.

The streamlined workflows and quick access to critical information have saved me countless hours, enabling me to focus more on strategy and portfolio performance. Singularity is not just a tool; it’s an essential partner in navigating the complexities of capital markets.

— Alex Brandimarte, RBC Capital Markets