Bringing a new security to market or managing an expanding portfolio of listed instruments demands rigorous data standards, seamless regulatory alignment, and the ability to move quickly without compromising accuracy. pTools delivers end-to-end Listings & Data Services for Stock Exchanges, CSDs, Central Banks, and Regulated Market Operators, navigating the full complexity of modern listings workflows.

From initial instrument classification through to ongoing reference data management, pTools combines AI-driven automation with deep market infrastructure expertise and human oversight to ensure listed securities are accurate, compliant, and ready for market from day one.

Key Capabilities Include:

• Instrument Listings & Classification: Automated classification and listing of equities, bonds, funds, derivatives, and tokenised assets, ensuring correct CFI/FISN coding and alignment with international standards from the outset.

• ESG Verification & Listings: Comprehensive ESG certification data services helping financial institutions align listed instruments with sustainable investment mandates and evolving green finance regulatory requirements.

• Tokenised Asset Classification: Expert classification and listings support for digital and tokenised assets, enabling institutions to confidently engage with the evolving digital asset economy.

• Reference Data Management: Continuous validation, enrichment, and maintenance of instrument reference data, including LEI and ISIN linkage, ensuring data integrity across trading, settlement, and reporting systems.

• Data Quality & Golden Source Creation: AI-powered data fact-checking, cleaning, and formatting that transforms raw inputs into reliable, audit-ready golden sources aligned to MiFID II, Basel III, and other regulatory frameworks.

• Dynamic Reporting & Dashboards: Real-time visibility across listings status, data quality metrics, and compliance obligations, empowering operations teams with clear, actionable intelligence.

• System Migration & Integration: Simplifies data migration from legacy systems and integrates seamlessly with modern infrastructures.

Backed by partnerships with ANNA, GLEIF and SWIFT, pTools brings unrivalled domain depth to every listing and data services engagement.