Home / Solutions / Energy Trading and Optimization / ETRM / Middle Office

The clarity and control middle office teams need to confidently manage risk

PCI’s middle office suite brings valuations, limits, transparency, and audit‑ready workflows into a single system, giving teams the precision and visibility they need to validate positions, monitor activity, and keep the entire organization aligned with risk and compliance standards.

Middle Office

Control risk, policy, and portfolio integrity in one system

Unify valuations, limits, compliance reporting, and data transparency so the middle office can monitor exposures in real time, enforce guardrails, and keep the trade lifecycle aligned.

Total Oversight

Unify front, middle, and back‑office workflows into a single system of record for positions, exposure, and P&L
Surface real‑time valuations and operational risk through role‑based dashboards and built‑in analytics
Provide transparent, auditable workflows so teams always understand why data changes over time
Connect all power and fuels data for a complete view across markets and commodities

Accuracy

Automate trade‑to‑settlement data flows to eliminate manual re‑entry and reduce error risk
Validate settlements, meter data, and portfolio inputs using PCI’s integrated calculation engines and dashboards
Ensure consistency with one consolidated platform rather than fragmented legacy systems
Support cloud‑ready availability, continuous improvements, and enterprise‑grade stability

Assured Compliance

Enforce policy with guardrails, alerts, and configurable limits that detect or prevent non‑compliant activity
Maintain audit‑ready data with granular access controls, workflow approvals, and revision history
Use prebuilt regulatory reports such as FERC EQR, FERC 552, SOX, and Dodd‑Frank disclosures
Standardize processes across teams to reduce dependency on spreadsheets and manual checks

Client Testimonial

“When I came in, we were living mostly on spreadsheets, so it’s really great to have a systemized process and centralized access to the data.”

A complete middle office suite

Middle office teams are accountable for portfolio accuracy, policy enforcement, and compliance. Our middle office features make that sustainable at scale.

Risk Limits and Guardrails

Establish clear operating boundaries with configurable limits, alerts, access controls, and approval steps that guide activity in real time.

Real‑Time P&L and Exposure

Access live portfolio valuations, exposures, and price movements through dedicated dashboards built for continuous monitoring.

Single Source of Truth

Align trading, risk, and settlements teams around shared data by centralizing market, position, and operational information in one platform.

Audit Trails and Approvals

Track and review changes with detailed histories, governance controls, and approval workflows that document the full lifecycle of data.

Regulatory Reporting

Generate required regulatory outputs using preconfigured templates for FERC, SOX, and related compliance frameworks.

Lifecycle Automation

Accelerate routine tasks with automated trade‑lifecycle processes that reduce manual intervention and reinforce consistent daily operations.

Open Data and BI Access

Connect validated system data to BI tools through structured APIs, enabling faster analytics without manual re‑keying.

Cross‑Commodity Alignment

Manage power and fuels data together so risk, valuation, and operational perspectives stay aligned across all commodities you trade.

Take a video tour of our Power & Fuels ETRM Platform

This five minute video tour gives you a high-level overview of our ETRM software

Request Access

By the Numbers

$1.2 million recovered

Guzman Energy identified a billing error and recovered over $1.2M using PCI’s shadow settlement and validation tools.

Simplifying settlements, expanding partnership

"We've been able to file disputes with our ISOs and get some money back because we're able to see more data quickly. We've saved a ton of time, probably a couple of days' worth each week going through, looking at PCI data, and validating that way."

- Sara Quintana, Middle Office Manager, Guzman Energy

More time for analysis

"We're able to do our jobs faster and easier, and it just gives us time to focus on analyzing the data, instead of preparing data."

- Brad Lafler, Market Optimization Lead, Lincoln Electric System

Unified platform and team

"I think the fact that multiple departments can use the same tool, it kind of helps bring all of us together speaking the same language."

- John Mayhew, Senior Real Time Trader, PNM

Trust through transparency

"I see our PCI relationship more like a peer or a teammate than just a provider or supplier."

- Juan Guichard, CEO, Ammper Energia

Integrated suite of tools

"Having one vendor where all of those different tools and solutions work with each other, it just made sense for us instead of having a vendor to do this and a vendor to do that."

- Jason Smith, Senior Engineer, Santee Cooper

Rapid ROI realized

"PCI's integrated solutions have delivered significant cost savings and efficiency gains for Santee Cooper. Their tools and support have been invaluable to our business."

- Chris Moore, Business Analyst, Santee Cooper

Tailored software solutions

"If PCI isn't able to find a solution directly in their products, we work with them in several different capacities to come up with customizable solutions in their product. And those have worked very well, even through upgrades in their system."

- Tucker Smith, Sr. Market Coordinator, Basin Electric

Collaboration built on trust

"The bottom line is it’s an enterprise solution... everything comes together as one, so that it’s a much easier, supportable process as well as tool set. It has definitely saved us time... PCI delivers so that we can keep moving forward."

- Maureen Kempton, Sr. Manager, Salt River Project