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HedgePoint
MANAGEMENT№ 06 / 074 capabilitiesShipping

Notifications

A single preferences surface where each team turns HedgePoint's automated client emails on or off for their organisation. Everything starts switched on and the platform stores only the exceptions, so one toggle stops a signal for that organisation alone, and every change saves the instant you flip it. Covers margin, barrier, target-order, KYC, settlement, TARF-restructure and FX-movement alerts.

Inside the module
  • 01.Eight notification types across margin, barriers, target orders, KYC, settlements, TARF and FX movement
  • 02.On by default, per organisation; the platform keeps only the exceptions you switch off
  • 03.Saves the instant you flip a switch, with no separate Save button to remember
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00Live preview

The actual Notifications screen.

A faithful mirror of the in-app Notifications page, same headers, same tables, same controls. The same view your team sees when they log in.
/app/notifications

Notifications

Auto-delivered

Choose which automated emails your organisation receives.

Client email notifications

Choose which automated emails Vantex Capital Ltd’s users receive. Turning one off stops it for this organisation only.

Margin buffer updates

A gentle reminder when a margin buffer tightens (only for margin-callable facilities).

Barrier approaching

When the rate gets close to an option barrier.

Barrier reached

When an option barrier level is reached.

Target order updates

When the market approaches or reaches a target order.

KYC expiry reminders

When a KYC document is approaching its expiry.

Settlement reminders

When a settlement is coming up shortly.

TARF restructure suggestions

When a hedge meets two or more of the restructure review conditions.

Execution due today

The reminder on the day a booking is due, and the follow-up if it goes unactioned.

FX movement alerts

When a watched rate moves beyond a configured threshold.

Programme winding down

When a layered hedging programme is approaching its last booking.

Bookings past their date

When part of a programme has passed its scheduled date without being booked.

Booking timeliness

When bookings on a programme are consistently being logged late.

Approvals waiting on you

When a programme or a booking has been sent for your approval and not yet answered.

Market moved against your budget

When the rate moves well away from a programme’s budget rate, the wrong way.

Trigger level reached on a booking

When a level you set on one booking is reached before that booking is due.

Booking level reached and with our desk

When a booking you authorised us to place reaches its level and goes to our dealing desk.

Budget rate reached

When the market reaches a programme’s budget rate while bookings are still to place.

01How it works

From input to outcome, in four steps.

Each card lights up in turn. The full cycle takes twelve seconds, about how long it takes a dealer to walk a client through the same flow.
01

Watch

Live spot ribbon overlays every position.

02

Detect

Proximity alerts fire before a level is hit.

03

Notify

Email and in-app push to the right recipients.

04

Resolve

Drill straight into the trade to act.

024 capabilities

What's inside

The capabilities that ship with Notifications, every one of them tested end-to-end before it lands on your desk.
  • 01Eight notification types across margin, barriers, target orders, KYC, settlements, TARF and FX movement
  • 02On by default, per organisation; the platform keeps only the exceptions you switch off
  • 03Saves the instant you flip a switch, with no separate Save button to remember
  • 04Gentle, non-alarmist wording that points clients to log in and review
036 more in Management

Other Management modules

04Talk to the desk

See Notifications on real treasury data.

Twenty minutes, no setup required. Bring your own book and we'll walk through Notifications live, alongside the rest of HedgePoint.
Request a demoBack to Management
Walkthrough plan20 MIN
  1. 01Your book, our chrome. We mount your trades behind HedgePoint.
  2. 02Live walkthrough. Notifications in context with the rest.
  3. 03Q&A + integration map. Where it slots into your stack today.