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Solutions · Secondary marketing

Hedge inputs, comp inputs, lock exceptions — on one event stream.

Secondary teams need pristine inputs for hedging, bid tapes, and pull-through analysis. RateStack ships price discovery, sell-side pricing, lock state, exception lifecycle, and a hash-chained audit log over a single event backbone — every event tagged with a correlationId you can use as a join key downstream. Pair this with the in-platform Hedge Cockpit when you want the desk in one screen.

Secondary marketing is the consumer of every other RateStack subsystem. You need inputs that reconcile: today's price discovery, lock-day commitments, sell-side execution, exception detection, and the audit trail behind every state change. RateStack's NATS JetStream backbone delivers all of those with retention windows tuned for secondary use (7-180 days depending on stream) and a stable correlationId thread.

Webhook deliveries carry HMAC-SHA256 signatures and the same correlationId your hedge stack is already using. Failed deliveries land in a DLQ that's queryable and replayable; you're never silently missing events. The new exception.* event stream surfaces detector fires (pricing drift, pullthrough drift, sell-side mismatch) — your downstream model can act on the same signal the platform-internal Exception Inbox shows.

Sell-side pricing runs against your buy-side investor pack with completion audit per investor. Bid-tape reconciliation is a join on lockId + sellSideId — no string matching, no fuzzy timestamp windows. And when you want the desk view inside the platform, the Hedge Cockpit reads from the same stream.

Before vs. after

The shape of a day.

The same operating model, rebuilt around explicit pricing and a single audit log.

Before

Pricing, lock, exception, and sell-side data live in four systems with four vocabularies.

After

One platform, one event stream, one correlationId.

Before

Hedge inputs reconstruct events from logs because no one shares a join key.

After

Subscribe pricing.computed, locks.*, and exception.* webhooks — they share correlationId by construction.

Before

Lock exceptions reach hedge by email or not at all.

After

exception.* webhook stream with HMAC + DLQ. Build whatever downstream you want; the data flows reliably.

Before

Bid-tape reconciliation is fuzzy timestamp + investor name matching.

After

Sell-side completion writes a row with lockId + sellSideId; reconciliation is a join, not a guess.

Onboarding

What week one looks like.

A pragmatic sequence — from sandbox to first signed quote.

  1. 1

    Day 1: subscribe events

    Subscribe pricing.computed, locks.*, exception.* — point at your event sink. HMAC verify on delivery; eventId as idempotency key.

  2. 2

    Week 1: hedge stack integration

    Map RateStack events into your hedge stack's vocabulary. The correlationId becomes your join key.

  3. 3

    Week 2: bid-tape reconciliation

    Subscribe sell-side completion events; reconcile against your investor settlements on lockId + sellSideId.

  4. 4

    Week 3: pull-through analytics

    Lock lifecycle journal + exception stream feed your pull-through model with deterministic state transitions.

  5. 5

    Week 4: replay validation

    Validate historical replay produces the same prices you settled at. The trace explains any divergence.

  6. 6

    Week 5: Hedge Cockpit ride-along

    Optionally turn on the in-platform cockpit. It reads the same stream and renders a desk view your team can use directly.

Frequently asked

Specific to your operating model.

What's the event retention?

Configurable per stream. Defaults: pricing 7d, ratesheets 90d, locks 180d, exceptions 90d, audits indefinite. Increase per environment.

Can we get a Kafka bridge?

Yes. NATS-to-Kafka bridges are first-party on the Enterprise tier; talk to sales for the deployment options.

Do you support real-time streaming over WebSocket?

SSE for the platform's Exception Inbox; webhooks for cross-system delivery. WebSocket on the roadmap. Most secondary stacks pull via webhook subscriptions for ordering guarantees.

What if our hedge model needs intra-day pricing snapshots?

Schedule a snapshot via the cron / event orchestrator (fetch-service); pricing-service emits pricing.snapshot with the timestamp anchor and the correlationId.

Can we render the cockpit in our own UI?

Yes. The cockpit's data endpoints are public REST; embed sparklines, P&L, and exceptions wherever you want. Cockpit's own UI is also rendered if you keep operators in-platform.

Ready when you are

See secondary marketing on RateStack.

Live demo with your real ratesheets, your real scenarios, and an honest read on whether the platform fits your team.

RateStack for secondary marketing | RateStack