The company has launched a new pre-trade price discovery tool for asset managers.
It allows buy-side traders to gauge potential pricing and volume on large orders before committing to a bookbuild.
Appital has
introduced a new pre-trade price discovery functionality aimed at stimulating
natural liquidity among its buy-side clients. The provider of liquidity
sourcing technology for asset managers will allow trading desks to interact
with investment teams.
Appital Launches Pre-Trade
Price Discovery Tool for Asset Managers
The new
feature, called Price Discovery in Appital Insights, allows buy-side traders to
gauge potential pricing and volume on larger average daily volume (ADV) orders
before committing to a bookbuild. This industry-first tool enables traders to
invite select feedback on live orders while maintaining anonymity and
minimizing information leakage risks.
Brian Guckian, Chief Business Development Officer, Appital, Source: LinkedIn
“Clients can
pick their counterparts, expose a potential deal to them, and get feedback on
volume and pricing, before deciding to go ahead with a bookbuild,” commented Brian
Guckian, Chief Business Development Officer at Appital
This is a
new workflow that gives clients full control over the bookbuilding process and
the ability to proactively stimulate market liquidity. The tool introduces a
flexible approach to order management during the initial exploration phase.
Traders can
now assess market interest without locking in their positions, allowing them to
convert inquiries into firm orders if they choose to proceed with a bookbuild.
This method aims to streamline the process, potentially shortening the time
required to complete a deal while also improving the chances of a successful
transaction.
Mark Badyra, CEO, Appital, Source: LinkedIn
“We're
digitizing another step in the high-touch trading mechanism while minimizing the risk of information leakage and price erosion,” Mark Badyra, CEO of Appital,
commented. “This aligns with our strategy to deliver unique workflows to
trading and investment teams.”
$12B of Liquidity and New Partnerships
Appital has
reported visible growth in the first half of 2024, with $12 billion of buy-side
liquidity now on its platform. Average orders are 2.7 days ADV, with
opportunities ranging from $1 million to $260 million. The company has signed
up 43 asset managers representing over $20 trillion in assets under management,
with an additional 60 firms in the onboarding process.
The company recently completed
the integration of its Insights tool with FactSet's Portware Execution
Management System (EMS). This integration enables asset managers using Portware
to access Appital Insights liquidity directly from their existing EMS interface,
streamlining their workflow.
Building on this integration,
Appital has introduced a new feature called “Appital Trending
Equities.” This functionality, incorporated into Appital Insights, allows
buy-side deal originators to actively generate unique liquidity opportunities
in the market before initiating a deal.
In addition to these
technological advancements, Appital has bolstered its team with the appointment
of John Coules to its business development division. Coules brings extensive
experience to the role, having worked as a pan-European equities sales trader
at HSBC for 17 years and at Lehman Brothers for 13 years prior to that.
Appital has
introduced a new pre-trade price discovery functionality aimed at stimulating
natural liquidity among its buy-side clients. The provider of liquidity
sourcing technology for asset managers will allow trading desks to interact
with investment teams.
Appital Launches Pre-Trade
Price Discovery Tool for Asset Managers
The new
feature, called Price Discovery in Appital Insights, allows buy-side traders to
gauge potential pricing and volume on larger average daily volume (ADV) orders
before committing to a bookbuild. This industry-first tool enables traders to
invite select feedback on live orders while maintaining anonymity and
minimizing information leakage risks.
Brian Guckian, Chief Business Development Officer, Appital, Source: LinkedIn
“Clients can
pick their counterparts, expose a potential deal to them, and get feedback on
volume and pricing, before deciding to go ahead with a bookbuild,” commented Brian
Guckian, Chief Business Development Officer at Appital
This is a
new workflow that gives clients full control over the bookbuilding process and
the ability to proactively stimulate market liquidity. The tool introduces a
flexible approach to order management during the initial exploration phase.
Traders can
now assess market interest without locking in their positions, allowing them to
convert inquiries into firm orders if they choose to proceed with a bookbuild.
This method aims to streamline the process, potentially shortening the time
required to complete a deal while also improving the chances of a successful
transaction.
Mark Badyra, CEO, Appital, Source: LinkedIn
“We're
digitizing another step in the high-touch trading mechanism while minimizing the risk of information leakage and price erosion,” Mark Badyra, CEO of Appital,
commented. “This aligns with our strategy to deliver unique workflows to
trading and investment teams.”
$12B of Liquidity and New Partnerships
Appital has
reported visible growth in the first half of 2024, with $12 billion of buy-side
liquidity now on its platform. Average orders are 2.7 days ADV, with
opportunities ranging from $1 million to $260 million. The company has signed
up 43 asset managers representing over $20 trillion in assets under management,
with an additional 60 firms in the onboarding process.
The company recently completed
the integration of its Insights tool with FactSet's Portware Execution
Management System (EMS). This integration enables asset managers using Portware
to access Appital Insights liquidity directly from their existing EMS interface,
streamlining their workflow.
Building on this integration,
Appital has introduced a new feature called “Appital Trending
Equities.” This functionality, incorporated into Appital Insights, allows
buy-side deal originators to actively generate unique liquidity opportunities
in the market before initiating a deal.
In addition to these
technological advancements, Appital has bolstered its team with the appointment
of John Coules to its business development division. Coules brings extensive
experience to the role, having worked as a pan-European equities sales trader
at HSBC for 17 years and at Lehman Brothers for 13 years prior to that.
Damian's adventure with financial markets began at the Cracow University of Economics, where he obtained his MA in finance and accounting. Starting from the retail trader perspective, he collaborated with brokerage houses and financial portals in Poland as an independent editor and content manager. His adventure with Finance Magnates began in 2016, where he is working as a business intelligence analyst.
SIX Stretches Trading Day to Nearly 14 Hours for Derivatives
Marketing in 2026 Audiences, Costs, and Smarter AI
Marketing in 2026 Audiences, Costs, and Smarter AI
As brokers eye B2B business and compete with fintechs and crypto exchanges alike, marketers need to act wisely with often limited budgets. AI can offer scalable solutions, but only if used properly.
Join seasoned marketing executives and specialists as they discuss the main challenges they identify in financial services in 2026 and how they address them.
Attendees of this session will walk away with:
- A nuts-and-bolts account of acquisition costs across platforms and geos
- Analysis of today’s multi-layered audience segments and differences in behaviour
- First-hand account of how global brokers balance consistency and local flavour
- Notes from the field about intelligently using AI and automation in marketing
Speakers:
-Yam Yehoshua, Editor-In-Chief at Finance Magnates
-Federico Paderni, Managing Director for Growth Markets in Europe at X
-Jo Benton, Chief Marketing Officer, Consulting | Fractional CMO
-Itai Levitan, Head of Strategy at investingLive
-Roberto Napolitano, CMO at Innovate Finance
-Tony Cross, Director at Monk Communications
#fmls #fmls25 #fmevents #FintechMarketing #AI #DigitalStrategy #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As brokers eye B2B business and compete with fintechs and crypto exchanges alike, marketers need to act wisely with often limited budgets. AI can offer scalable solutions, but only if used properly.
Join seasoned marketing executives and specialists as they discuss the main challenges they identify in financial services in 2026 and how they address them.
Attendees of this session will walk away with:
- A nuts-and-bolts account of acquisition costs across platforms and geos
- Analysis of today’s multi-layered audience segments and differences in behaviour
- First-hand account of how global brokers balance consistency and local flavour
- Notes from the field about intelligently using AI and automation in marketing
Speakers:
-Yam Yehoshua, Editor-In-Chief at Finance Magnates
-Federico Paderni, Managing Director for Growth Markets in Europe at X
-Jo Benton, Chief Marketing Officer, Consulting | Fractional CMO
-Itai Levitan, Head of Strategy at investingLive
-Roberto Napolitano, CMO at Innovate Finance
-Tony Cross, Director at Monk Communications
#fmls #fmls25 #fmevents #FintechMarketing #AI #DigitalStrategy #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
This candid panel brings together builders across the trading infrastructure space to uncover the shifting dynamics behind tools, interfaces, and full-stack ambitions.
Attendees will hear:
-Why platform dependency has become one of the most overlooked risks in the trading business?
-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
-How AI is already changing execution, risk, and reporting—and what’s next?
-Which features, assets, and tools gain the most traction, and where brokers should look for tech-driven retention?
Speakers:
-Stephen Miles, Chief Revenue Officer at FYNXT
-John Morris, Co-Founder at FXBlue
-Matthew Smith, Group Chair & CEO at EC Markets
-Tom Higgins, Founder & CEO at Gold-i
-Gil Ben Hur, Founder at 5% Group
#fmls #fmls25 #fmevents #Brokers #Trading #Fintech #FintechInnovation #TradingTechnology #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
This candid panel brings together builders across the trading infrastructure space to uncover the shifting dynamics behind tools, interfaces, and full-stack ambitions.
Attendees will hear:
-Why platform dependency has become one of the most overlooked risks in the trading business?
-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
-How AI is already changing execution, risk, and reporting—and what’s next?
-Which features, assets, and tools gain the most traction, and where brokers should look for tech-driven retention?
Speakers:
-Stephen Miles, Chief Revenue Officer at FYNXT
-John Morris, Co-Founder at FXBlue
-Matthew Smith, Group Chair & CEO at EC Markets
-Tom Higgins, Founder & CEO at Gold-i
-Gil Ben Hur, Founder at 5% Group
#fmls #fmls25 #fmevents #Brokers #Trading #Fintech #FintechInnovation #TradingTechnology #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Educators, IBs, And Other Regional Growth Drivers
Educators, IBs, And Other Regional Growth Drivers
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
The Leap to Everything App: Are Brokers There Yet?
The Leap to Everything App: Are Brokers There Yet?
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Mind The Gap: Can Retail Investors Save the UK Stock Market?
Mind The Gap: Can Retail Investors Save the UK Stock Market?
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
