Lattice Financial provides technology platforms that give private banks, family offices, and external asset managers institutional‑grade tools for fixed‑income trading and compliance. Its Bondlinc solution automates pre‑trade disclosure to meet HKMA and SFC regulations, while the BondWatch and digital bond trading platforms deliver alternative liquidity, price discovery, and analytics typically reserved for large institutions. The suite enables wealth managers to access deeper bond markets and streamline compliance workflows.
Funding
Funding not disclosed
Founders
Product
Problem
Private banks, family offices, and external asset managers often lack access to institutional-grade bond market data, analytics, and compliant pre‑trade tools, limiting their ability to execute efficiently and meet regulatory disclosure requirements in the HK and Singapore markets.
Solution
Lattice Financial offers two integrated platforms to address these gaps. Bondlinc provides an industry‑endorsed pre‑trade compliance engine that automates HKMA and SFC disclosure obligations, reducing manual effort and audit risk. BondWatch delivers a digital bond trading environment with institutional‑level pricing, composite market depth, and a full suite of analytics—including smart chart scenario testing, yield curve generation, and portfolio management modules—enabling users to conduct thorough due diligence and generate client‑ready reports. The platforms also incorporate RFQ and order flow capabilities, granting access to an alternative liquidity pool shared among private banks, family offices, and EAMs. By consolidating data, compliance, and execution in a single cloud‑based solution, Lattice Financial streamlines fixed‑income workflows for wealth‑management professionals.
Target Audience
Primary customers are private banks, family offices, and external asset managers that need institutional‑grade bond data, analytics, and compliant trading tools for fixed‑income portfolios.
Features
- Bondlinc pre‑trade compliance engine automating HKMA and SFC disclosure requirements
- Composite bond pricing built from multiple dealer sources for transparent valuation
- Smart Chart Scenario Testing and Yield Curve Generator for dynamic relative‑value analysis
- Portfolio management tools, custom watchlists, and bond calculators supporting end‑to‑end investment oversight
- Integrated RFQ submission and order execution workflow within the platform
- Real‑time market intelligence channels and in‑platform chat for collaborative decision‑making
- Instant generation of client‑ready reports to facilitate internal reviews and regulatory reporting