Turning Structured Product Complexity into Opportunity

Explore how financial institutions use Futora to design, issue, and distribute structured investments with speed and precision.

From retail banks and private banking teams to family offices and asset managers, Futora helps professionals simplify complexity, reduce costs, and deliver truly personalized investment experiences.

Use Cases

Hover over the cards below to explore how our solution helps you move closer to your goals.

Distribution of Third-Party Structured Products

Distribute third-party structured products seamlessly.
Access, analyze, and offer structured products easily empowering advisors and investment teams.
• Centralize every step: access ideas, execute trades, manage lifecycle
• Reduce operational tasks in fast-paced private wealth environments
• Advisors and teams provide ideas and act quickly
• All actions from a single, intuitive dashboard

Issuance of Structured Products

Issue structured products efficiently.
Raise cheaper funding and distribute your own products with a full end-to-end solution.
• Automate the issuing of notes, deposits or other wrappers
• Reduce costly manual processes for treasury & investment teams
• Run the structured products business more efficiently
• Issue and distribute more products with lower costs and higher profitability

Personalized Products on the Fly for Private and Affluent Banking

Offer personalized own-issued products in private & afluent banking.
Provide tailor-made structured products at lower notionals—quickly and efficiently.
• Meet rising client expectations for personalization
• Overcome high costs and complexity of traditional issuance
• Enable bespoke solutions previously limited to large institutions
• Design, structure, issue, and distribute custom investments efficiently

Distribution Under Subscription / Campaign

Distribute products under subscription.
Publish structured products, collect interest, and manage subscriptions smoothly.
• Support for managing and distributing products under subscription
• Tailored products can be published to different advisors
• Clients express interest and subscribe easily
• Central investment teams publish multiple campaigns and track live subscription updates

Bespoke Third-Party Distribution for Private Banking

Deliver bespoke third-party products to each client.
Go beyond subscription-only offerings and provide tailored investments.
• Move past limited subscription-based offerings
• Address operational challenges that block tailored solutions
• Distribute unique, personalized investments
• Align products with each client’s individual goals

Personalised Structured Deposits For All Segments

Offer personalized structured deposits.
Make tailored structured products accessible beyond HNW clients.
• Enable personalized service and investment products
• Overcome traditional cost and complexity barriers
• Bring custom structured investments to all client segments
• Support full design, structure, issue, and distribution

Discretionary Management Mandates Embedding Structured Products

Embed structured products into discretionary mandates.
Lock in returns, reduce risk, and align portfolios more closely with investment strategies.
• Easy embedding of structured products into discretionary portfolios
• Align portfolios with the manager’s investment strategy
• Support more dynamic, flexible, outcome-driven approaches

Fund Development Using Structured Products

Build innovative funds using structured products.
Diversify your offering and meet a wider range of client objectives.
• Create target redemption funds or structured funds
• Use funds as the underlying asset in structured products
• Expand your product range with more innovative approaches

Insurance-Wrapped Structured Products

Develop insurance-wrapped structured products.
Embed investments into life insurance policies for enhanced tax efficiency.
• Wrap structured products inside life insurance policies
• Allow income to accumulate at favourable tax rates
• Support structuring, issuing, and regulatory requirements

Invest in Structured Products for Family Offices

Invest in structured products efficiently.
Access a wide range of products, analyze the market, and execute trades.
• Access a broad universe of structured products
• Analyze the market and price different permutations
• Run analysis and execute trades efficiently and cost-effectively

Something New Is Here! Meet the Watch List

Monitoring structured notes can be time-consuming—not anymore!

The Watch List automates RFQ tracking, giving you real-time updates and alerts when your terms are met—so you can always invest in the best possible coupon.

Here’s how it works:

Automated RFQ Tracking: Automatically track quotes without needing to refresh constantly....

Real-Time Alerts: Get notified the moment your target terms are met—no more waiting around.

Compare Quotes Side by Side: Instantly see both Sell-Side quotes and the Best Quote for better decision-making.

Why Choose the Watch List?

Save Time: The Watch List automates the repetitive tasks, freeing you up to focus on what really matters....

Act Faster: With real-time updates and alerts, you’re always ready to make decisions without missing an opportunity.

Stay Ahead of the Market: Spot trends, track changes, and make smarter decisions with up-to-date market insights.

See How Futora Empowers Financial Institutions

Discover how banks, family offices, and wealth managers use Futora to offer personalized investments, streamline operations, and grow efficiently.
Watch the video to learn more about how we help.

Let’s Talk About Your Structured Product Strategy

Every institution is different — we’ll show you how Futora can fit yours.