Differentiate execution and research in a crowded market
ForeStrat helps boutique and mid-market banks offer institutional-quality execution services, scalable middle and back office operations, and research platforms that clients actually use.
In a marketplace with dozens of execution providers and commoditized research distribution, evidence-based TCA, agentic operations, and searchable research infrastructure are how firms stand out and keep clients.
Four ways ForeStrat helps banks compete
Agency execution analytics, operations at T+0 speed, research monetization, and content-led equity research, built by principals who have run large-scale electronic trading businesses at bulge-bracket firms.
Agency electronic execution
Open, scalable TCA and algo wheel infrastructure for global agency flow.
Learn more →Middle and back office
Near real-time reconciliation and agentic break resolution as settlement compresses to T+0.
Learn more →Research monetization
Centralized, searchable research catalogs with consumption analytics and AI-assisted discovery.
Learn more →Content-led equity research
Global extraction from filings, websites, and documents to build proprietary research datasets.
Learn more →TCA, algo wheel, and OMS at institutional scale
In a crowded marketplace with dozens of execution providers, TCA reports and analytics are an evidence-based way to show the value of your agency execution services. Pre-configured reports are table stakes. A scalable, open TCA platform that clients can also use for self-service analytics differentiates your firm from providers offering vanilla reporting alone.
That kind of platform requires careful engineering and deep domain expertise. ForeStrat principals have developed and run large-scale electronic trading businesses at bulge-bracket firms. We help banks build globally deployable TCA infrastructure tied to algo wheel and OMS workflows, sticky services that drive further business.
Operations that scale volume without scaling headcount
Institutional securities and agency execution businesses require full-function middle and back office operations. As settlement compresses toward T+0, firms need near real-time trade reconciliation and break resolution, not end-of-day batch processes with manual follow-up.
MatchStrat delivers near real-time and batch trade reconciliation with agentic-AI root cause analysis and workflow automation. Middle and back office teams can absorb higher volumes without linear headcount growth. The platform applies beyond trade reconciliation to cash, positions, NAV, collateral, and other financial data domains.
Near real-time reconciliation
Streaming matching built for compressed settlement cycles and intraday operational control.
Agentic break resolution
AI-driven root cause analysis and workflow automation reduce time-to-resolution on recurring break patterns.
Turn research distribution into a measurable product
A primary offering for boutique and mid-market investment banks is rich independent research for the buy side: thematic research, single-stock coverage, event analysis, macro views, and more. Most firms still distribute that work as static documents, which are hard to track, measure, and analyze. There is no feedback loop on the value and efficacy of the core offering.
DataStrat doubles as a research distribution platform: a centralized, searchable content catalog augmented with AI that converts natural language queries into actionable information and supporting datasets. Banks gain visibility into consumption and utilization of their research assets, and clients get a differentiated experience beyond email attachments and PDF portals.
Proprietary datasets from public and unstructured sources
The ForeStrat engineering team has spent more than a decade extracting structured information from unstructured documents. We built a data extraction platform acquired by S&P Global that is now foundational to their Market Intelligence offering. DataStrat is a more advanced successor, using AI and agentic methods to make extraction faster and more accurate.
Banks can use the platform to extract information from public sources worldwide: websites, regulatory filings, corporate documents, and more, across multiple languages. The output is unique datasets that underpin equity research processes and differentiate your research franchise from firms relying on the same vendor feeds.
Global, multilingual extraction
Filings, web content, and documents beyond US English-only coverage.
Research-ready datasets
Structured outputs designed for analyst workflows, models, and distribution on DataStrat.
Built by electronic trading and data platform veterans
ForeStrat principals have developed large-scale TCA, OMS, and data platforms at bulge-bracket firms. Our data extraction heritage runs from production bank systems to S&P Global Market Intelligence.
Anand Chavan
- 18+ years building data systems across fintech, hedge funds, and investment banking
- Founded Foreseer, acquired by S&P Global in 2022
- Production pipelines for Citi, Credit Suisse, UBS, Morgan Stanley, and S&P Global
Jacob Kaippallimalil
- 25+ years in electronic trading and systematic infrastructure
- Managing Director roles at Morgan Stanley, BAML, and UBS
- Scaled systematic trading platforms across 25+ PM teams at Schonfeld
Ready to differentiate your bank?
Book a walkthrough of execution, operations, and research infrastructure for boutique and mid-market banks.