--- title: TradeHeader - Consulting | FpML, ISDA CDM, FIX Protocol and ISO 20022 description: As specialists in the use and customisation of data standards across capital markets and global payments. --- # Consulting Our Core ## Commitments #### **TradeHeader drives the standardisation of data to streamline connectivity, enhance operational efficiencies, reduce costs and mitigate risk in financial markets.**   ### Detail Matters We work with complex data and processes daily. Attention to detail is critical for us and we believe in it.   ### Be Curious We believe in learning new concepts, asking questions and sharing knowledge.   ### We Love Innovation We are driven by applying new technology that brings value to our clients.   Business Statistics ## Grow with **Thrifty** 219 + Happy Customers 6500 H Sales Calls 100 + Team members 3000 K Global Revenue Professionals ## Teamwork begins by building trust Alone we can do so little; together we can do so much ![marc-gratacos_bn](https://www.tradeheader.com/hs-fs/hubfs/Perfils%20TradeHeader%20B_N/marc-gratacos_bn.jpg?width=400&height=400&name=marc-gratacos_bn.jpg) Founder and Managing Partner ### Marc Gratacos Pellentesque viverra in neque eget semper. Mauris rhoncus blandit venenatis.  ![aleix-revilla_bn](https://www.tradeheader.com/hs-fs/hubfs/Perfils%20TradeHeader%20B_N/aleix-revilla_bn.jpg?width=400&height=400&name=aleix-revilla_bn.jpg) Head of Consulting Services ### Aleix Revilla Pellentesque viverra in neque eget semper. Mauris rhoncus blandit venenatis.  ![manuel-martos_bn](https://www.tradeheader.com/hs-fs/hubfs/Perfils%20TradeHeader%20B_N/manuel-martos_bn.jpg?width=300&height=225&name=manuel-martos_bn.jpg) Head of Engineering ### Manuel Martos Pellentesque viverra in neque eget semper. Mauris rhoncus blandit venenatis.  ![anna_munoz_b-n](https://www.tradeheader.com/hs-fs/hubfs/anna_munoz_b-n.jpg?width=350&height=443&name=anna_munoz_b-n.jpg) Senior Consultant ### Anna Muñoz Pellentesque viverra in neque eget semper. Mauris rhoncus blandit venenatis.  Meet the team ### As specialists in the use and customisation of data standards across capital markets and global payments, we enhance and customize your data and validate its quality. TradeHeader’s offering in the area of financial data standards spans consulting, [DevOps](https://www.tradeheader.com/devops-standards-related-solutions), and [training](https://www.tradeheader.com/standards-training-fpml-fix-iso20022). We have extensive expertise in OTC (over-the-counter) derivatives products and in messaging standards such as FpML, CDM, FIX Protocol, and ISO 20022. We don’t just know these standards – we are closely involved in their design, their evolution and their stewardship. TradeHeader’s clients include central banks, investment banks, asset managers, custodians, exchanges, service providers, and technology companies. Our bespoke solutions have included: - The analysis, implementation, and testing of the Digital Regulatory Reporting (DRR) project using CDM. DRR is the coding of regulatory rules for CFTC rewrite and EMIR in CDM. The rules are coded and the functional logic of each rule is implemented and distributed in multiple programming languages in an open source license. - [Business analysis and mapping between MT and ISO 20022, including multiple jurisdictions, cross-border payments, ESMIG, EBA Clearing](https://www.tradeheader.com/service-tools-list). - [The creation of an Islamic Financial Products Data Standard ](https://www.tradeheader.com/islamic-financial-data-standard)based on FpML and CDM. Leverages the Shari’ah-compliant legal standardisation work led by IIFM and ISDA. - Digitalisation of derivatives legal documents, including the 2021 ISDA Interest Rate Definitions, the 2002 ISDA Master Agreement, and more. This project included the transformation of a number of ISDA legal documents in DITA XML format and the storage in a Central Content Management System. We also developed a web service API to extract and publish relevant reference data used by trading systems. - The development of an internal messaging standard extending FIX/FIXML, FpML, and ISO 20022 for a global investment bank. We created a messaging model for multiple projects within the bank including: Dodd-Frank and EMIR reporting; a new electronic trading platform; an internal trade repository; reference data and market data; and real-time credit limit checking; payments. - Training and consulting around the development of a new FpML-based trade repository and reporting service in Hong Kong. This project included a review of the repository’s design and functionality; product data representation; reporting specification via CSV and FpML; the creation of testing scenarios and test data. We also provided FpML training for the development team. - Regulatory-related analysis of trade repositories and data reporting for CFTC, EMIR, SFTR, HKMA. ## What Our Clients Say "*We have worked with the TradeHeader team since 2012 and their expertise was very important for the foundation of the Investment Bank Internal Messaging; based on different financial industry protocols. They guided us on our first steps on this matter, with their valuable vision of the industry, their deep expertise on FpML, FixML, ISO20022... and their experience developing similar projects in the past. Without a doubt a really good value to count on on any team.*" ![linkedin-no-picture-avatar](https://www.tradeheader.com/hs-fs/hubfs/Perfils%20TradeHeader/linkedin-no-picture-avatar.png?width=300&height=300&name=linkedin-no-picture-avatar.png) Global Investment Bank Head of Integration Architecture ### Read our Case Study on Internal Messaging for an Investment Bank *“ TradeHeader’s expertise was very important for the foundation of the internal messaging at our bank, based on different financial industry protocols. TradeHeader guided us on our first steps on this project, with their valuable vision of the industry, including their knowledge on FpML, FixML, and ISO20022... and their experience developing similar projects in the past. ”* DOWNLOAD CASE STUDY ### Additional consultancy projects and initiatives with a messaging component undertaken by TradeHeader include: Development of templates to facilitate the population of a fully compliant FpML message which identified the required, defaulted, and derived fields.   XML Schema development, including the creation of extensions which follow the standards’ architectural guidelines.     Internal format conversion from proprietary formats to ISO 20022 payment messages. Data mapping between front-office and back-office systems (Murex, Kondor+, OPICS, Calypso, Scrittura).   Representation of complex structured products for internal messaging   Definition and implementation of business validation rules   Mapping from FpML to ISO 20022 for EMIR regulatory reporting.   Advising on OTC derivatives trade repositories   Creation of scenarios for system testing   Data integration with DTCC and MarkitSERV   Development of messaging specifications   Standards compliance analysis   ### We are members of [ISDA](https://www.isda.org/), [FINOS](https://www.finos.org/), [FpML](https://www.fpml.org/), and the [FIX Trading Community](https://www.fixtrading.org/) ![isda-logo](https://www.tradeheader.com/hs-fs/hubfs/isda-logo.png?width=300&height=155&name=isda-logo.png) ![finos](https://www.tradeheader.com/hs-fs/hubfs/finos.gif?width=373&height=192&name=finos.gif) ![fpml_logo](https://www.tradeheader.com/hs-fs/hubfs/fpml_logo.png?width=300&height=155&name=fpml_logo.png) ![fixtc-logo](https://www.tradeheader.com/hs-fs/hubfs/fixtc-logo.png?width=300&height=155&name=fixtc-logo.png) Contact Us ### Ready to improve your financial messaging system? Book a meeting with us right now [ Talk with us ](https://www.tradeheader.com/meetings/tradeheader/sales) ![](https://px.ads.linkedin.com/collect/?pid=3868098&fmt=gif)