iSAM Securities Surge to Transform Broker Risk Management

iSAM Securities has shared Surge, a new addition to its technology suite that promises to transform risk management for brokers. The product is positioned as a first of its kind in the industry, enhancing the company’s existing platform Radar with advanced intelligent analytics to support A- and B-book optimisation, liquidity provider (LP) evaluation, and execution automation.

Built to streamline brokers’ workflows, Surge integrates insights and automation across every stage of the risk management process. Its feature set spans client analytics, client classification, book optimisation, and detailed LP analytics. This allows brokers to gain visibility into LP performance across trading strategies and market conditions, with tools to monitor spreads, fill quality, slippage attribution, and quote behaviour.

iSAM Securities Surge to Transform Broker Risk Management

One of Surge’s standout capabilities is its Book Switching Automation. Brokers can define rule-based execution parameters, hedge systematically, and offset exposure in real time, while retaining control over routing and position adjustments. This functionality supports more efficient and dynamic risk management, reducing reliance on manual oversight.

Another key element is Client Classification. Brokers can implement expert routing rules tailored to user-defined risk models, with classifications applied automatically to their bridge. This ensures more accurate and consistent handling of client flow, minimising risk exposure while optimising performance.

Commenting on the launch, Dennis Weissert, Chief Commercial Officer at iSAM Apex, said the new solution directly addresses long-standing inefficiencies. “From speaking with our broker clients, friends in the industry — and drawing on my personal experience on the desk — it’s clear that the manual inefficiencies of daily workflows and limited access to information are a significant resource and financial drain for brokers,” he explained. “Even strong teams make mistakes and catch certain risk events too late. While these incidents may not heavily impact main offices, overnight desks face additional pressure. Surge streamlines book management so firms can capture spread revenue with far less manual intervention — giving risk managers peace of mind and providing teams the freedom to pursue new avenues for profit.”

With Surge, iSAM Securities positions itself at the forefront of innovation in broker risk management technology.

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