Product intelligence

Good morning, Rex

A clear view of your product pipeline and approved shelf.

Friday, 28 August 2026

Total products

6

Across all lifecycle stages

Published to shelf

3

+1 this month

Awaiting review

1

Requires your attention

KYP completion

68%

Across active products

Recent products

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Phoenix Autocall

Phoenix Autocall — Asia Tech Basket

Northstar Bank · USD

Under Review

UnderlyingAsia Tech Basket

Tenor2 years

Indicative coupon12.40% p.a.

Issuer ratingA+

Risk levelHighHigh complexity

Target: Balanced · Growth→

Fixed Income

6M USD Fixed Income Note

Northstar Bank · USD

Published

UnderlyingN/A

Tenor6 months

Indicative coupon4.85% p.a.

Issuer ratingA+

Risk levelLowLow complexity

Target: Conservative · Balanced→

ELN

Apple 9M Yield Note

Harbor Capital · USD

KYP Approved

UnderlyingApple Inc. (AAPL)

Tenor9 months

Indicative coupon9.20% p.a.

Issuer ratingA

Risk levelModerateMedium complexity

Target: Balanced · Growth→

End-to-end governance

Workflow at a glance

From product design to a client-ready proposal, every decision stays visible, controlled and explainable.

Start at Product Workbench →

Product intake

Capture commercial terms, issuer details and distribution intent.

Payoff analysis

Stress product-specific payoff logic and downside triggers.

Structured solutions

KYP approval

Evidence required reviews before a product can be published.

Governance control

Published shelf

Expose only approved inventory for RM product discovery.

Controlled inventory

Client suitability

Explain fit, portfolio concentration and remediation actions.

Proposal ready

Create a client-ready proposal with transparent disclosures.

Client conversation