SecurePoint Trade
Start with a file. Grow into a connected release workflow.
SecurePoint Trade is designed to meet buyers where they are: CSV intake for fast adoption, API workflows for tighter operational control, and a screening record that survives both.
Start screening with CSV export and column mapping.
Move into API intake when your process is ready.
Keep the screening record intact as decisions move downstream.
Import Pipeline
ERP export
SAP / Oracle
Import
CSV or API
Screen
7+ lists
Decision
Clear / Hold
247
Transactions
312
Screenings
100%
Processing
Map rows, preview payloads, and stage screening batches
This screenshot comes from the real Trade application using sanitized demo data. It shows the CSV and mapping workflow teams can use before they move into tighter API-driven intake.
- CSV onboarding is a real product workflow, not a sales-only promise.
- Field mapping and preview steps are visible before staging the batch.
- The same intake path can mature into a more connected release process later.
The page is about adoption speed as much as integration depth
ERP integration pages tend to become generic architecture blurbs. This one stays centered on how a compliance team actually gets started.
CSV onboarding
Export transactions, map the fields, and begin screening without waiting on an integration project.
API intake
Automate transaction submission for tighter workflow and lower manual handling.
Batch handling
Process high transaction volumes while preserving result detail and exception handling.
Decision feedback
Use clear, hold, and escalate outcomes as inputs to downstream release workflows.
Why This Sells
Most buyers want faster adoption before they want elegant architecture.
That is why this page should feel different from the others. It is less about risk narrative and more about operational adoption: how quickly the team can get value and how cleanly the process can mature later.
Day 1
CSV start
API-ready
Next step
Workflow-ready
Decision record
FAQ
ERP integration questions
Focused on onboarding speed, workflow fit, and implementation scope.
Show us your source file or ERP flow
This demo is strongest when it is grounded in your actual transaction intake path, whether that starts as CSV or API.