OTC WEALTH
OTC Wealth Solutions
The core engine of a broker's OTC value-added business — covering OTC options, total return swaps, win-offer contracts and intraday leveraged financing in one integrated platform.
PAIN POINTS
Three Core OTC Wealth Pain Points
Core value: standardized workflow, end-to-end risk control and multi-product coverage
Non-standard OTC workflows make cross-institution collaboration difficult
High risk-control complexity with no unified risk-pricing model
A narrow product range limits value-added business expansion
LinkOption · OTC Option System
Customizable OTC Option
Solutions
Enables intelligent request-for-quote and quoting that fits a wide range of investment strategies. Multiple option product types support business expansion, while full contract lifecycle management — from enquiry through exercise and settlement — supports sound trading decisions.
Vanilla Options
Single-Stock Options
Win-Offer Options
FCN
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SYSTEM FLOW
Account Opening
Deposits & Withdrawals
Option RFQ
Option Quote
Trade Confirmation
Option Order
Position Build
Interest Distribution
Contract Settlement
Auto Exercise at Expiry
1
Full option contract lifecycle management to lift operating efficiency
Online management of the entire option contract lifecycle — RFQ, quoting, order placement, position build, coupon distribution, ex-rights and ex-dividend adjustments, exercise and settlement — with every stage operable from within the system.
2
Trading across multiple option product types to meet varied client needs
The system currently supports trading in vanilla options, single-stock options, win-offer options, FCN and other option product types.
3
Fully or semi-automatic RFQ and quoting, balancing speed with control
Fully automatic: the system fetches quotes and pushes them to clients. Manual: operations staff can review and enter prices, with batch quote import supported.
4
Comprehensive risk control to safeguard client business
Risk controls are applied at every trading stage. Order placement is checked on account funds, notional limits and stock exposure; live positions are then monitored for price moves and entitlement payments, with alerts pushed out.
5
Flexible configuration for a wide range of operating scenarios
Multi-dimensional configuration covering product type parameters, counterparty and quoting settings, settlement, trading, risk control, trading hours, broker information, notifications and packages.
LinkTRS · Total Return Swap System
An All-in-One Securities
Total Return Swap Solution
Supports leveraged OTC securities trading through contracts. Multi-dimensional account settings fit multiple markets and meet varied contract needs, while real-time FX conversion and automated clearing and settlement — backed by a full set of risk-control policies — protect every trade.
Southbound & Northbound
Real-time FX Swap
Dual-layer Clearing
Multiple Counterparties
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SYSTEM FLOW
Account Application
Account Review
Deposit Management
Currency Exchange
Client Orders
Position Management
Entitlement Distribution
Contract Settlement
Risk Management
1
Leveraged trading across multiple accounts, markets and security types
Multiple TRS accounts can be opened, each with its own authorized buying power. Hong Kong, US and Mainland China markets are supported. Tradable instruments include equities, exchange-traded ETFs and exchange-traded convertible bonds.
2
Real-time FX conversion for cross-currency settlement
Southbound and northbound trading are supported, allowing real-time FX conversion without a local settlement currency. After conversion, end-of-day clearing and settlement apply the counterparty settlement rate, keeping funding positions accurate.
3
Risk-control policies for both clients and counterparties
Client-side policies cover risk-line monitoring, investment-scope templates, concentration limits, securities-pool limits, holdable buying-power limits and order templates. Counterparty-side policies cover channel-link monitoring, order-splitting strategy, price collars and forced-liquidation order policy.
4
A two-tier clearing and settlement model, fully automated to cut manual effort
End-of-day clearing runs automatically after the close, processing the day's trades and positions and generating client statements. Maturity settlement runs automatically when the TRS account expires, after which the account is closed.
5
Flexible rule configuration for varied operating scenarios
Multi-dimensional configuration covering multi-counterparty channels, trading, risk-control policies, fees, notifications and packages.
LinkWOS · Win-Offer Contract System
Win-Offer Contract Solutions
End-to-end digital management of the win-offer contract business — client onboarding, product setup, RFQ and quoting, execution, hedging, risk monitoring and clearing and settlement — so institutions can run the product line efficiently.
Automated Hedging
Tiered Margin Call & Liquidation
Zero-touch Daily Clearing
Extension & Margin Adjustment
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SYSTEM FLOW
Account Opening
Contract Enquiry
Contract Quote
Trade Confirmation
Contract Order
Position Build
Margin Call / Release
Hedging Open
Contract Settlement
1
Standardized online workflows across the contract lifecycle
Online management of the full contract lifecycle — enquiry, quoting, order placement, contract generation, extension, margin call or release requests, close-out and settlement — with manual intervention and correction on order status and a fully traceable trading history.
2
Automated hedging for seamless back-to-back execution
Supports multiple counterparty channels and accounts, with hedging order execution, contract position monitoring and position aggregation for precise exposure management.
3
Granular risk control protects client business
Warning lines and forced-liquidation lines are tiered, margin levels and unrealized P&L are monitored live for every contract, and automatic margin calls and forced liquidations help prevent negative equity.
4
Efficient clearing with precise contract P&L
A high-performance clearing module runs daily with no manual intervention, computes P&L automatically and generates statements in one click.
5
Flexible configuration for a wide range of operating scenarios
Product parameters, quoting modes, fee rules, risk thresholds, channels and accounts, and system operations are all configuration-driven, so business changes do not require frequent releases.
LinkDTS · Day Trading System
Intraday Leveraged Financing Solutions
An intraday financing tool built for brokers, giving mature active investors a T+0 leveraged trading solution. Position-level risk control, high-frequency mark-to-market and automatic forced liquidation digitize leveraged trading end to end.
T+0 Leverage
Position-level Risk Control
Auto Liquidation Before Close
Master-Sub Account
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SYSTEM FLOW
Account Opening
Deposits & Withdrawals
Instrument Setup
Contract Opening
Position Build
Margin Call / Release
Take-Profit / Stop-Loss
Contract Closing
End-of-Day Settlement
1
Configurable high-leverage intraday trading across markets and security types
Hong Kong and US markets are supported. Eligible instruments are set dynamically through a whitelist of larger, actively traded and liquid Hong Kong and US stocks and ETFs.
2
Flexible trading actions for a wide range of strategies
Manual closing and automatic closing at preset take-profit and stop-loss levels are both supported. Multiple leverage tiers let investors adjust exposure to market volatility and risk appetite.
3
Millisecond mark-to-market with position-level risk control and pre-close forced liquidation
Each order is managed independently under position-level risk control, and top-up margin is not supported. The system scans the market to monitor positions and the forced-liquidation price in real time. Positions are liquidated at market 20 minutes before the close, so no overnight exposure is carried.
4
Long and short trading with smart order routing across channels
Short and long positions are both supported, with configurable parameters — leverage multiple, margin ratio, per-trade limit, borrowable quantity and more. Orders are routed automatically through pre-configured order-routing templates on each account, with no manual intervention.
5
Master and sub-account structure with efficient fund transfers
Investors can open dedicated day-trading sub-accounts under a master funding account. Assets are isolated between accounts, and fund transfers let clients maximize capital utilization.
Let's Talk
Tailored digital solutions for your firm — let's open a new chapter of win-win cooperation.