Amtoc · AI and Engineering Consulting for Financial Markets

AI and Engineering for the Trading Floor

Amtoc is an independent consultancy for hedge funds, banks and financial institutions. We help firms put agentic AI to work and build the trading, risk and regulatory systems that have to be right at market open, drawing on 30 years inside tier-one banks and hedge funds.

Hedge Funds

Trading, risk and investor reporting platforms, from launch to scale.

Banks

Front-office, XVA and Regulatory technology that stands up to audit.

Asset Managers and Institutions

AI automation and modern data platforms for investment operations.

Services

How we can help

Agentic AI for Investment Operations

Put AI agents to work on the manual processes around the desk: investor reporting, fact sheets, reconciliations, research summaries and operational checks. Designed with the controls, audit trails and human sign-off that regulated firms need.

  • Use-Case Assessment
  • Agent Design and Build
  • LLM Governance
  • Claude Code and Cursor

Trading Platform Engineering

Design and build of real-time order management, execution and risk systems, from exchange and broker API integration through to the trader and investor UI. Crypto, commodities, equities and credit.

  • OMS and Execution
  • Exchange and Broker APIs
  • Real-Time Risk
  • Investor Reporting

Risk and Regulatory Technology

Calculation engines and reporting pipelines that stand up to scrutiny, built by someone who has delivered them inside tier-one banks.

  • XVA and CVA
  • Basel SA-CCR
  • Leverage Ratio and RWA
  • P&L and Mark-to-Market

Architecture Review and Modernisation

An independent view of your platform: what to keep, what to rebuild and in what order. Moving legacy .NET and SQL Server estates to cloud, microservices and containers without disrupting trading.

  • Architecture Review
  • Cloud Migration
  • Performance Tuning
  • Data Platform Design

Fractional Head of Engineering

Senior engineering leadership without a full-time hire. Setting standards, building the team and roadmap, and working directly with traders, quants and investors. Ideal for new funds and growing platforms.

  • Technical Strategy
  • Team Building
  • Engineering Standards
  • Investor and Board Support

Approach

From first call to handover

  1. Diagnose

    A focused review of your systems, workflows and goals, ending in a clear written plan with priorities, risks and costs.

  2. Build

    Hands-on delivery alongside your traders, quants and engineers, shipping in short increments you can see working.

  3. Handover

    Documentation, tests and knowledge transfer so your team owns what we built, with ongoing support if you want it.

Expertise

Where we go deep

Agentic AI

Agentic workflows for asset-management operations, and AI-assisted engineering with Claude Code and Cursor.

Trading Platforms

Real-time order management, execution and risk for crypto options, commodities and cash equities, including Deribit and multi-venue API integration.

Credit & Structured Products

CDS indices, iTraxx and CDX arbitrage, and CDO/CLO pricing and portfolio management across four banks and a start-up.

Risk & XVA

CVA/KCVA calculations, hedging impact analysis, curve engines, P&L and mark-to-market.

Regulation

Basel SA-CCR engines and automated Leverage Ratio and RWA reporting at Societe Generale and Moody's Analytics.

Data & Distributed Systems

Real-time caches, compute grids, messaging and database design for historical and intraday market data.

Background

Thirty years inside the institutions we advise

Amtoc is founded by Brett Paton, who has spent 30 years building the systems that banks and funds run on: trading and order management, risk and XVA, regulatory reporting, and structured credit analytics.

Brett has led engineering at two crypto hedge funds, co-founded two fintech start-ups, and delivered front-office technology at Societe Generale, UBS, Merrill Lynch and others. Amtoc combines that experience with agentic AI to help firms move faster without losing control.

30years in financial technology
10banks and hedge funds
2fintech start-ups co-founded
10engineers led across a global team

Skills

Tools of the trade

AI

  • Claude Code
  • Cursor
  • OpenClaw
  • Tailscale
  • LLMs
  • Agentic Workflows

Languages

  • C#
  • Python
  • TypeScript
  • PowerShell
  • Scala

Frameworks

  • .NET Core
  • .NET Framework
  • ASP.NET
  • WPF
  • WCF

Cloud & DevOps

  • AWS
  • Azure
  • Docker
  • Kubernetes
  • CI/CD

Data

  • SQL Server
  • PostgreSQL
  • Oracle
  • CouchDB
  • Couchbase
  • Redis
  • Spark SQL

Messaging

  • RabbitMQ
  • TIBCO EMS
  • TIBCO DataSynapse
  • REST

Market Data

  • Deribit
  • Binance
  • Coinbase
  • Bloomberg
  • Reuters
  • Markit
  • CMA
  • Moody's
  • Fitch
  • S&P

Analytics

  • Numerix
  • Moody's CDOROM
  • S&P CDO Evaluator
  • Reoch Credit
  • Fitch Vector

Clients

Built on experience inside leading institutions

  • Hilbert CapitalHedge Fund · Multi-Asset OMS and Risk Platform
  • LibertyRoad CapitalHedge Fund · Crypto Options Trading Platform
  • Societe GeneraleFront Office · XVA, Regulatory Reporting and Structured Credit
  • UBSFront Office · Structured Credit
  • Moody's AnalyticsRegulatory Reporting · SA-CCR
  • Merrill LynchMiddle Office · Equities and Fixed Income Finance
  • Deutsche BankBack Office · OTC Derivatives
  • MizuhoFront Office · Credit Derivatives
  • Credit Suisse First BostonFront Office · Equity Derivatives
  • CommerzbankFront Office · Credit Derivatives
  • Dresdner KleinwortFront Office · Credit Derivatives
  • Enron EuropeRisk Management · P&L and Mark-to-Market

Banks, Hedge Funds and Financial Institutions Amtoc Has Delivered For

  • Aladdin Capital ManagementCash and Synthetic CDO / CLO Management Software
  • Eaton VanceCash and Synthetic CDO / CLO Management Software
  • SchrodersCash and Synthetic CDO / CLO Management Software
  • UBS Asset ManagementCash and Synthetic CDO / CLO Management Software

Asset Managers Using Software Amtoc Built

Contact

Tell us what you're building

Start with an introductory call. You'll leave with an honest view of where AI and better engineering could help, whether or not we work together.