Optimal Blue® PPE + CompassEdge

Modern pricing workflows made faster and smarter

Tools built to support daily workflows in the Optimal Blue PPE and CompassEdge.

Optimal Blue PPE icon CompassEdge icon
Built for real capital markets operations
1

Configure

Set pricing, rules, and guardrails in minutes.

2

Enforce

Use AI to build and configure rules.

3

Decide

Approve changes with real hedge impact in view.

Enhanced admin and configuration experiences

Configure smart.

Optimal Blue PPE

  • Simplify pricing and configuration workflows.
  • Re-imagined user interface.

CompassEdge

  • Self-manage investors, execution types, and more in a single, accessible place.
Rules Assistant

Speak policy. Ship rules.

  • Adds on to Rules Optimizer enabling users to generate and manage rules using natural language text.
  • Identifies and returns similar existing rules based on the text input.
Hedge cost on post-lock changes

Approve changes with margin clarity

  • See hedge impact calculations in the PPE from CompassEdge during extensions, renegotiations, and concessions.
  • Understand true loan-level profitability before approval.

Learn More

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