Trading on Octaura is better than ever

By Luis Carballo, Chief Technology Officer, Octaura

This year, Octaura has taken on the task of significantly enhancing our tech architecture. This isn’t just a backend upgrade; it is a foundational shift in platform infrastructure to unlock the next chapter of growth for Octaura.

Building for scale

Our tech team has identified commonalities across asset classes and protocols—like how liquidity is measured or how trade workflows unfold—and used those insights to build a platform that can replicate and scale across markets. The result is a system that supports:

• Multi-asset classes
• Multi protocols
• Configurable workflows
• Seamless integration to adapt with new Octaura applications

Underlying data that feeds the best tech infrastructure

Unlike platforms that scrape or aggregate fragmented data, Octaura’s analytics synthesize from data that is consolidated into our data lakes and fed directly into our models by market participants and trading activity, ensuring that every data point, including trades, improves our models. This creates a synergistic loop whereby more information and trades enhance our data, which informs smarter trade decisions, and thereby encouraging more inquiries and trades.

Why now?

Since our launch in 2022, we’ve matured to a platform that has powered over 7.7% of the loan secondary market¹, with 30 dealers and 170 buyside firms onboarded. We’ve launched bilateral, RFQ, and list protocols for both loans and CLOs, and we’re just getting started – as we look to build better protocols in existing markets and look to new markets to construct digitized workflows. But with growth comes complexity. More users. More data. More protocols. More demand for speed, reliability, and scale.

What’s changing (and why it matters)

Here’s what this new tech infrastructure means for our users and the broader market:

• Faster, smarter user experiences. Expect snappier load times, real-time responsiveness, and a smoother UI. Whether you’re trading a single name or managing a complex BWIC, the platform will feel lighter, faster, and more intuitive. Updated flexible workflows and the introduction of Voice Trades, customized alerts, and grids that support spreadsheet like navigation.
• Scalability without limits. Our upgraded architecture is cloud-native and modular, allowing us to scale as our user base and data volumes grow. That means we can support more protocols, more asset classes, and more innovation — without skipping a beat.
• Resilience and reliability. We’re building for the long haul. The enhanced infrastructure is designed with failover and security at its core, and will allow us to add new asset classes, deploy integrations, plug and test new features quickly and scalability across buy and sellside workflows, without needing to re-architect the platform.
• Insights that fuel workflows. The improved platform will power workflows with Octaura’s proprietary pricing and liquidity metrics, folding in salient data points across the trading workflow. Track prices, monitor liquidity buckets, and quickly assess market moves with integrated data and analytics, where you need it most.
• Speed to market. With a nimbler tech stack, we can ship features faster, respond to user feedback in real time, and iterate at the pace of innovation—so we can evolve with the market, rather than react to it.
• Scalable integration. Octaura’s platform technology is designed to integrate seamlessly into your workflow. Optimize how you trade by connecting Octaura with your Order Management System and internal tech stack with ease.

At Octaura, we’re always strengthening our technology infrastructure, to ensure that our trading solutions and tools continue to deliver best-in-class user experience. Our latest tech enhancements feature updates across asset classes and protocols, to support a more integrated trading lifecycle experience. By rebuilding our platform for scale, speed, and cross asset flexibility, we’re ensuring that every participant in the market benefits from‑asset flexibility. This upgrade empowers market participants to access deeper liquidity, more intelligent analytics, and workflows designed for the realities of modern trading, further bringing color to these opaque markets.

1. Based on secondary loan trading volumes as reported by the LSTA as of Jan 2026.