Audience
Investment operations teams and financial institutions needing a tool to automate and synchronize onboarding, reference data, and exception management to accelerate trading readiness and settlement
About Saphyre
Saphyre is an AI-powered, patented infrastructure platform that creates an industry-wide system of record to synchronize and normalize reference data, documents, and workflows across financial counterparties, enabling firms to get ready-to-trade faster and achieve near real-time settlement. It automates onboarding and ongoing account maintenance by expediting trading account setup, legal agreement management, SSI (standard settlement instructions) issue resolution, trade exception and confirmation handling, and securities funding calculations, applying the same validated data and documents across multiple service providers to eliminate redundancies, callbacks, and settlement disruptions. The platform delivers transparent, real-time ready-to-trade status, proactive issue identification and resolution, and automated enrichment and propagation of updated SSIs, while providing digital agreement negotiation with versioning, in-line commenting, and integration with e-signature workflows.