Partner XM

Trade Lifecycle Transparency from Origin to Destination

Partner XM simplifies trade management with an intuitive system that streamlines operations. PXM's decentralized architecture equips each team member with the necessary tools and workflows to perform their roles efficiently, while giving management real-time access to consolidated position and risk management.

Eliminate the inefficiencies of manual data tracking and spreadsheet reconciliation. With Partner XM, you can execute trades seamlessly, improve demand forecasting, and enhance contract, logistics, and quality control management—all within one centralized platform.

Explore how Partner XM can optimize your trade processes and help drive sustainable, profitable growth with complete transparency.

PXM Business Value

Position and Risk Management
Real-Time Access to Trade Data
Forecasting & Demand Management
Transparency and Traceability

Partner XM Feature Set

Contract Management

Contract Templates

Speed up contract creation with pre-defined templates for frequently used terms and conditions.

Trade Management

PXM

Contract Copy Option

Quickly duplicate existing contracts to save time and maintain consistency across similar transactions.

Trade Management

PXM

Counterparty Defaults for Contract Terms

Automate contract creation by setting default terms based on specific counterparties to ensure accuracy and efficiency.

Trade Management

PXM

Single Product Contracts

Manage contracts for single product purchases or sales with streamlined tracking and execution.

Trade Management

PXM

Multi-Product Contracts

Handle contracts involving multiple products within the same agreement, simplifying negotiations and execution.

Trade Management

PXM

Profit & Loss Reporting by Contract

Track and analyze profit and loss at the contract level for accurate financial assessment.

Risk Management

PXM

Logistics & Inventory Management

Arrival Delivery Orders (ADO)

Register and track Arrival Delivery Orders (ADOs) to ensure goods are properly received at the final destination. Easily move inventory.

Logistics

PXM

Landed Weights

Capture and record actual delivered weights upon arrival to reconcile shipments and track landed cost.

Logistics

PXM

Inventory Age Tracking

Monitor how long inventory has been in storage to optimize stock rotation and prevent aging issues.

Inventory Management

PXM

Segregation of Financed and Actual Inventory

Differentiate between inventory held by a third party (financed) and actual owned inventory for better financial tracking.

Inventory Management

PXM

Consumption-Based Inventory Reduction

For processors and roasters, inventory levels are automatically reduced based on recorded consumption.

Inventory Management

PXM

Inventory Location Tracking

Keep track of inventory location whether Afloat, At Dock or In-Store including in specific warehouse location.

Inventory Management

PXM

Hedging & Financial Derivatives

Hedging Management

Track and manage hedge positions to mitigate and manage market risk and protect against price fluctuations.

Risk Management

PXM

Futures Contracts

Record and monitor futures contracts to align with trading strategies and market movements.

Risk Management

PXM

Futures Assignable to Physicals

Link futures contracts to physical trade lots for accurate and up-to-date position and risk management.

Risk Management

PXM

Order Management

Create, manage, and execute market orders efficiently to optimize buying and selling decisions.

Trade Management

PXM

Switches

Easily create switches (and rolling switches) to adjust trading strategies and positions based on market conditions.

Trade Management

PXM

Good-to-Cancel (GTC) Orders

Enable orders that remain active until they are either executed or manually canceled, ensuring trading flexibility.

Trade Management

PXM

Mark-to-Market and Profit & Loss

Mark-to-Market Position Tracking

Mark your inventory, forward purchases, and sales to today's terminal prices with the click of a button.

Risk Management

PXM

Category, Grade & Origin Assignment

Organize contracts by user-defined categories, grades, and origins, along with pre-set premiums and discounts to reference terminal prices.

Risk Management

PXM

Contract Profit and Loss

Get a complete P&L overview by comparing estimated-to-actual values at the contract level, including service provider charges, with both physical and futures P&L.

Risk Management

PXM

Robust Reporting & Exception Management

Quickly generate hedge status and requirements to make informed decisions and better manage your position.

Risk Management

PXM

Quality Control & Sampling

Sample Management

Easily create pre-shipment, offer, and arrival samples that can be assigned to a contract immediately or at a later time.

Quality Control

PXM

Custom Sample Types

Configure different sample types based on business needs, ensuring flexible quality assessment.

Quality Control

PXM

Custom Attribute Evaluation

Define and configure the attributes (physical, sensory, quantitative, qualitative, etc.). Easily record Certificates of Analysis (COA) data.

Quality Control

PXM

Sample Status Tracking

Customize and track sample statuses (e.g., pending, approved, rejected) for end-to-end quality control.

Quality Control

PXM

Sample-to-Contract Assignment

Link samples directly to contracts for traceability and quality control throughout the trade process.

Quality Control

PXM

Partner XM —
Your All-in-One Commodity Management Solution

Partner XM

Trade Lifecycle Transparency from Origin to Destination

PXM Business Value

Partner XM Feature Set

Contract Management

Logistics & Inventory Management

Hedging & Financial Derivatives

Mark-to-Market and Profit & Loss

Quality Control & Sampling

Our Clients Love PXM

Partner XM — Your All-in-One Commodity Management Solution

Partner XM

Trade Lifecycle Transparency from Origin to Destination

PXM Business Value

Partner XM Feature Set

Contract Management

Logistics & Inventory Management

Hedging & Financial Derivatives

Mark-to-Market and Profit & Loss

Quality Control & Sampling

Our Clients Love PXM

Partner XM —
Your All-in-One Commodity Management Solution