The Finsemble Smart Desktop

Interoperability simplified

Finsemble is a no/low code Smart Desktop platform that allows any type of application to sync, link, and share information, even if they weren’t originally designed to. This is known as “desktop interoperability” in the industry, and Finsemble does it best. Smart, automated workflows improve efficiency, reduce error rates, and allow users to focus on higher value tasks.

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In this clip, Finsemble CEO Dan Schleifer discusses the benefits of interoperability.

Work (flow) like never before

Interoperability allows you to automate rote tasks your traders, PMs, compliance officers, and back office engage with, freeing them for higher value tasks. Connect your OMS, market data terminal, inventory management system, CRM, etc. in intelligent ways so that multi-step processes are streamlined. Benefits include:

  • Respond to client requests faster
  • Deliver contextual insight and trade ideas to clients during calls/chats
  • Improve the efficiency and effectiveness of the trading desk
  • Deliver a better client experience

From expediting the RFQ process to streamlining FX Swap, automating workflows is what Finsemble is designed for.

The industry's leading smart desktop platform

With Finsemble, a unified desktop environment can be built without excessive coding. Communication between any type of application (native, web, in-house, and third-party—including Citrix virtual apps) extends across multiple windows and monitors. Smart desktops can be built on both MacOS and Windows. What makes Finsemble the industry leader?

Codeless production

Clients can assemble applications into shareable, publishable workspaces and sync FDC3-enabled applications—no developers needed. Learn more.

Native and virtual app support

Finsemble provides complete, patented support for native applications built in .NET and Java. Plus, production-quality support for apps delivered virtually via Citrix.

Superior user-experience

Finsemble leads the industry with a comprehensive UI/UX toolkit including floating, dockable launchers, application catalogs, and consistent title bars for HTML5, Java, and .NET applications.

Enterprise connection

Finsemble offers an app authentication framework connected to SSO, entitlement-driven configuration of the UX, and adapters which connect to storage systems for items such as user profiles and workspaces.

Faster time to market

Our clients have switched from competitors because Finsemble is the industry’s interoperability leader. We here to help you get your project off the ground, faster. See Pictet Asset Management’s case study.

White-glove support

We work with client teams from proof of concept to end user rollout, including strategy, developer training, third party integration, and implementation—all included in our competitive license fees.

Fast-track to interoperability

Finsemble is the industry’s first no-code smart desktop platform. In under an hour, clients can assemble any type of application into shareable, publishable workspaces. This means your Innovation Officer, Head of Product, or any business user can build a smart desktop without developer support.

  • Point and click Smart Desktop Designer GUI expedites application integration, UX design, and security
  • Assemble, customize and deploy into production a complete smart desktop in under an hour
  • FDC3-enabled applications can interoperate out-of-the-box
  • Save development resources and see faster time to market
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Finsemble use cases

Application interoperability is just the beginning. There are many ways our clients use the power of Finsemble to transform desktop performance.
What problem can we help you solve?

Improve efficiency

Eliminate manual re-entry and fat finger errors. Gain effectives across the enterprise.

Incorporate native apps

Transition to HTML5 to leverage your investment in legacy apps.

Deploy web to client desktop

Run web apps side by side with legacy or in-house apps.

Launch innovation faster

Deploy new technology to users seamlessly.

Build multi-window applications

Build a better UX for your users.

Acquired technology integration

Capture the accretive value of your acquisition in a fraction of the time.

Industry-leading native support

With Finsemble, get the tools you need to seamlessly incorporate native applications into your smart desktop workflows. Because the majority of our client’s apps are native, we’re committed to making these applications they use every day equal participants on the desktop. You won’t find native support like ours anywhere else.

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Finsemble is recognized for industry award-winning implementations—
in one case reducing RFQ times by 33%.

Winner of most innovative smart trader desktop and workflows from A-Team Innovation Awards 2022
Best Implementation at a Sell-Side Firm
Pictet Asset Management & Finsemble

Pictet had created some standard trading workflows, but trying to share information from different types of applications—in-house, third-party, native etc.—was the challenge. Interoperability was top of mind, and Pictet selected Finsemble to begin their application integration journey. The results? In some cases up to ten minutes a trade has been saved.

Money Markets Workflow


This cumbersome, multi-step process has now been streamlined. Yield calculations are automated, including pricing future cash flows with currency exposure by connecting directly to Bloomberg using Terminal Connect in order to price FX forwards. The result is all of this information can be captured by a single action by the user

Credit and Axe Data Workflow


Axe data from specific counterparties and market aggregators is consolidated and made available from a single click inside Charles River, immediately showing the trader the liquidity of a specific instrument and the current pricing available. Traders can then collaborate with the fund manager to find alpha, by seeing the contents of existing portfolios, interested buyers, and being presented with similar bonds.

People are saying...

Pictet Asset Management

“Now we’re victims of our own success because we’ve got people banging on the door, saying can you do this, can you do that. Because they’re understanding the concept, and the power of interoperability.”

—Dan Benninger, Investment Platform Integrator + Scrum Master, Pictet Asset Management

“Finsemble has the power to transform user experience and productivity by linking critical applications together in a seamless environment.”

—Kevin Foley, Managing Director, Head of Markets Electronification, Citi


“Our clients often can’t justify the huge investment required to create a more joined-up user experience for traders and risk managers by re-implementing everything from scratch. Finsemble offers our clients a road map to an HTML5 future that doesn’t break the bank.”

—Graeme Harker , Managing Partner, Norman & Sons