Latest Articles on Data Sharing & Workflow Automation | ipushpull Blog | Excel add-in (2)

Customers
Platform

Overview

Capture

Orchestrate

Deliver

Data Services Connectors

Client Integrations

Platform Overview

A flexible no-code, modular SaaS platform delivering integrated message and data capture, orchestration and delivery solutions. The platform combines real-time data sharing in financial markets with chat-based workflow automation for trading, enabling controlled execution of trading workflows across chat, Excel, and downstream systems.

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Capture Overview

Automated real-time capture, interpretation and standardisation of messages and data, regardless of the source format, delivering clean, actionable records the moment they appear.

Ingest

Ingest data from chat, files, APIs, streams and user inputs. Use source adapters to capture messages, events and metadata with ordered delivery and deduplication.

Interpret

Interpret inbound information, structured feeds, chat transcripts, and file uploads, identifying the essential business context and data fields.

Standardise

Validate required fields and conform to a schema. Normalise types, units and timestamps so every downstream service receives consistent data.

Orchestrate Overview

AI-powered data enrichment and orchestration powered by configurable workflow engines and no-code application builders, enabling rapid builds without developer queues.

Enrich

Augment records with reference data such as ISINs, calendars and FX rates. Apply business rules to fill gaps and reconcile across sources while preserving provenance.

Transform

Convert proprietary formats into target structures through versioned, testable pipelines. Support schema evolution, idempotent replays and deterministic outcomes.

Automate

Schedule jobs, manage dependencies and handle retries with backoff. Drive human-in-the-loop steps for approvals and corrections with SLA-aware alerts.

Deliver Overview

Delivering your data to your clients or counterparties at the right place, in the right format, at the right time, with full traceability and compliance confidence.

Omnichannel

Seamless, controlled and audited delivery into common workflow tools and platforms, including Excel, chat, APIs and custom applications.

Adaptive Formatting

Output automatically in required syntax, protocols and formats, including FIX, CSV, JSON, Excel, REST and WebSocket.

Real-time & On-demand

Real-time data to Excel, API or custom web apps. Snapshots into chat driven by end-user on-demand requests. Automated configurable alerts and notifications.

Data Services Connectors Overview

Easy-to-use ipushpull data connectors provide omnichannel delivery for your service fast.

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APIs

ipushpull's suite of APIs connect your service to ipushpull. Have full control over how your data is structured and formatted and which users and client applications can access it.

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Databases

ipushpull's DataLoader connects your database directly to ipushpull for automated scheduled or real-time uploads.

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Data Files

ipushpull's FileLoader auto-ingests your data files to ipushpull. Configure ipushpull automatically to structure your data sets.

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Live Spreadsheets

ipushpull's Microsoft Excel add-in connects your Excel spreadsheet to ipushpull, eliminating the need to share files with the end user.

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Client Integrations Overview

Deliver your data to your end users, clients or counterparties at the right place, in the right format, at the right time.

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Chat Platforms

Automate messaging across chat platforms without client-side installation.

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Live Spreadsheets

Share real-time data with clients using ipushpull’s easy-to-install Excel add-in.

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APIs

Users can link their internal apps and systems to your service using ipushpull's APIs.

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Custom Apps

Configure your white-labelled and customised apps for your data service or workflow.

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Emails & Files

Automate manual tasks on your desk. Integrating with standard email formats and file types.

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Solutions
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Blogs Case Studies Events News Podcasts Reports Videos

Blog

Share live data in Excel, reduce risk, and improve the client experience

23 March 2022 3 min read

Learn how with ipushpull you can deliver live data to your Excel users in a secure and managed manner.

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Blog

Digitisation of Pre-Trade Client Workflows

24 January 2022 5 min read

More complex and less liquid instruments still involve a great deal of manual, unstructured pre-trade activity. Can these issues be addressed with ...

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Blog

Is chat technology the key to offering a better client experience?

30 July 2021 3 min read

Data-as-a-Service is a key trend in a data-centric world. Chat is becoming indispensable to delivering improved client experiences.

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Blog

Overcoming the burden of real-time data delivery into client workflows

8 July 2021 3 min read

Data-as-a-Service is a key trend in a data-centric world. However, many business struggle with the 'last mile' of delivery to client desktops.

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Blog

How Covid-19 and Remote Working will Create Permanent Disruption of the Post-Trade Process within Capital Markets

23 April 2020 5 min read

James Maxfield, Managing Director, Ascendant Strategy Digitalisation has been a hot topic for several years within the post trade environment, with industry ...

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Blog

How to Excel in your Post-Trade Digitalisation Workflow

29 October 2019 3 min read

Being on top of all the data exchanges and workflows that occur to support post-trade activities is a key element of any Digital strategy in Capital Markets

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News

What’s new in the Spring release of ipushpull?

3 April 2018 2 min read

In the new release of ipushpull - live collaboration between applications, multi-tiled workspaces, new Excel add-in, Web App and embedded pages

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Blog

Live Data from Excel to WordPress – Trading, Price lists, Rankings, Schedules…

22 March 2017 3 min read

Explore the many exciting and unique ways you can use iPushPull to get your data live from Excel to WordPress! Trading, Racing, Schedules, Retail, and more.

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Blog

Top 5 workflow tools – supercharge your Excel and spreadsheets

6 January 2017 5 min read

Comparing the top 5 workflow tools for your spreadsheets and Excel, helping you to solve challenges which Excel wasn't designed for but these tools were.

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Blog

Real-time Profit and Loss, Risk and Alerts on your Mobile

14 December 2016 3 min read

Access real-time P&L, risk and alerts on your mobile devices so you are always in the know - even when you are on the go!

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Blog

Faster Excel workflow with new ipushpull Add-in

25 November 2016 1 min read

The Excel add-in has now been updated for faster Excel workflow and streamlined features. Take advantage of live data, download the add-in

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Blog

Effectively Share and Collaborate on Excel Data: ipushpull vs. Dropbox

3 November 2016 2 min read

Share and collaborate on excel data while sharing cells not files, keeping your files up to date and live, correct and relevant.

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