Meridian Capital Partners · Trade Pre-Check Agent
Pre-execution mandate, restricted-list, and liquidity checks · Illustrative demo
Section 01

Trade Pre-Check Agent

Before any rebalancing trade reaches a desk, this agent checks it against mandate limits, restricted lists, and liquidity thresholds, and flags anything that needs a manual sign-off.

Trades checked this month
186
Auto-approved
94%
Flagged for review
11
was 19 last month
Median check time
< 1 sec
Per trade, pre-execution
Key findingHigh impact

Checks now run before the trade is placed, not after

Previously, concentration and restricted-list breaches were caught in end-of-day reconciliation. The agent runs the same checks pre-trade, so a flagged order never reaches the desk.