Let’s face it, getting the right data to the right place at the right time shouldn't be complicated. But in capital markets, it often is. Fragmented formats. Clunky delivery mechanisms. Strict (often necessary) controls.
So we built something better.
At ipushpull, our Data-as-a-Service platform is designed to deliver your data to your clients in the way that suits their workflows, without compromising security, flexibility, or control.
And as the industry begins to embrace AI agents and more autonomous workflows, this kind of flexible, secure, and interoperable data delivery becomes even more critical.
Here’s how.
First, we make it easy to standardise and store your trading data, IOIs, RFQs, trades and more in a common format that’s ready for downstream delivery.
This isn’t about clean storage. It’s about giving you as many options as possible for using & monetising the data.
You can query it live or send it on a schedule. Data can be routed easily into Excel, APIs, SFTP, chatbots...or even package for an AI-ready agent to use in a downstream process.
And because we can store it indefinitely (if that’s what you want), you’re always ready when a client asks, “Can you show me everything from Q2 last year?”
Key features
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Data Capture & Storage |
Access Control |
Omnichannel Delivery |
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Standardise and store all trading data: IOIs, RFQs, trades in a standard format for easy client distribution. This can be captured from end-of-day chat files, Excel's or a whiteboard |
Control access by client, desk, user, product or date; grant live, historic or custom-date-range views with enterprise-grade security. |
Push data to customers in the format of their choosing: CSV, REST APIs, chatbots, Excel add-ins or scheduled SFTP. Monitor usage and audit requests in real time. |
With ipushpull, you’re not just delivering data; you’re delivering trust. That’s why access control is baked in at every level. By client, desk, user, product or date range. Live, historical or custom time slices. Maybe one client only gets the last 3 months for everything, but another gets two years on a single symbol. You decide.
You can also record every access to the data, knowing exactly who accessed what and when. This ensures you can keep a careful track of where your data is going.
No more data leakage risk. No more all-or-nothing sharing. Just precision access, on your terms. And as more workflows are driven by AI agents acting on behalf of users, this kind of fine-grained permissioning and traceability becomes even more important.
No two clients operate the same way. Some live in Excel. Some love their APIs. Some want scheduled SFTP drops. Some want it all.
So we support it all.
Live REST APIs for real-time or short-term queries
Chatbot and Excel add-ins for on-demand access inside tools they already use
Scheduled SFTP for daily or intraday data pushes
Ad hoc large exports with async handling for big jobs
And yes, you can monitor usage and audit delivery in real time.
We’re also beginning to expose our delivery mechanisms as tools that AI agents can use to autonomously access data, trigger workflows, or notify clients. It’s the same foundation, just made agent-compatible using standards like MCP (Model Context Protocol). Want to know more about this area? Read this blog.
Because delivery isn’t just about sending data, it’s about enabling action, by humans or machines.
Whether you’re in product, operations or technology, ipushpull’s platform takes the friction out of data sharing.
Want to reduce client servicing costs? Automate data delivery.
Want to accelerate onboarding? Preconfigure access templates.
Want to launch a new data product? Bundle and price it how you like.
And if you’re already building AI-enabled workflows internally or for your clients, we can help you go further. The same endpoints that power your traditional delivery can be transformed into MCP-enabled tools your agents can call safely and reliably.
It’s the kind of platform that grows with your business and with how your clients want to work.
This isn’t just “data delivery.” It’s client enablement. It’s letting your customers work with your data how they want, where they want, when they want. Securely. Scalable. In real time.
And increasingly, it’s about enabling the next generation of workflows, ones where AI agents act intelligently on behalf of users, powered by tools and data they trust.
So if you’re still stuck delivering CSVs by email or hand-holding clients through every ad-hoc request… maybe it’s time to try something new. Let’s talk.