STRUCTURED PRODUCTS · RFQ OPERATIONS

QuoteDesk — A Smarter Workflow for Structured Product RFQs

Turn dealer responses into structured, comparable quotes in minutes — while keeping the dealer relationships and workflows your team already uses.

Built for EAMs, multi-family offices and independent wealth managers handling AQ, DQ, FCN and other structured-product RFQs across multiple dealers.

Email-firstMulti-dealerHuman-controlledNo dealer integration required
RFQ WORKFLOW
  1. 01Investor / RM Request
    ↓
  2. 02Multi-Dealer RFQ
    ↓
  3. 03Dealer ResponsesEmail · PDF · Portal
    ↓
  4. 04Quote Extraction
    ↓
  5. 05Structured Comparison
    ↓
  6. 06Human Review & Selection
    ↓
  7. 07Order / RFQ Record
ILLUSTRATIVE AQ QUOTE COMPARISON
DealerUnderlyingStrikeKOGearingTenorStatus
UOBNVDA81.6%105%2x7MParsed
UBSNVDA82.1%105%2x7MParsed
CitiNVDA81.9%105%2x7MParsed

Illustrative AQ example only. Values shown are not live dealer quotes.

PAIN / QUALIFYING QUESTIONS

How much time does your team spend manually processing one structured-product RFQ?

01

How much time does your team spend manually processing one structured-product RFQ?

02

How many dealers do you typically request quotes from?

03

Are dealer replies still being copied from email into Excel?

Process more RFQs without multiplying manual work.

QuoteDesk turns dealer responses into structured, comparable quotes in minutes — without requiring your dealers to integrate with a new platform.

WHEN MANUAL RFQ WORKFLOWS START TO SLOW YOU DOWN

More RFQs shouldn't mean more manual work.

Email and Excel are familiar, flexible and often sufficient for lower RFQ volumes. But as structured-product activity and dealer coverage grow, so does the operational work required to collect, extract, validate, compare and track quotes.

Traditional Workflow

  • RFQ request
  • prepare dealer emails
  • wait for multiple replies
  • read different formats
  • copy terms into Excel
  • review and validate the numbers
  • compare dealer quotes
  • request a requote
  • send an order
  • save the record manually

With QuoteDesk

  • RFQ request
  • dealer replies arrive as usual
  • relevant terms are extracted
  • quotes are normalized
  • dealer quotes are compared in one view
  • human review, validation and selection
  • RFQ and decision history remain traceable

Keep your existing dealer relationships and workflows — QuoteDesk automates the operational workflow between your team and the institutions you already work with.

CORE VALUE PROPOSITION

Move from manual RFQ operations to a controlled workflow.

Speed

Move from manual processing to faster quote comparison.

Reduce repetitive reading, copying and quote consolidation so your team can move from RFQ to comparison faster. Why it matters: structured-product quotes are time-sensitive. Faster processing helps your team compare quotes while they are still current, helping reduce requotes caused by operational delay.

More Dealer Coverage

Compare more dealers without multiplying manual work.

Each additional dealer typically adds more responses to read, extract, validate and compare. Automating those repetitive steps lowers the incremental operational effort of broader dealer coverage.

Operational Control

One RFQ workflow instead of scattered emails and spreadsheets.

Structured Workflow: RFQ → Quote → Review & Validation → Selection → Order → Record Track what has been requested, who has replied, which quote is current and what happened next.

Traceable RFQ Record

Keep a traceable record of the RFQ and decision process.

Keep structured records of RFQ terms, dealers contacted, quotes received, timestamps, the selected dealer, and the order/execution record.