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Saphyre is powered by our exclusive, patent-pending technology for workflow management and metadata tagging/tracking of documents, ATTOM (AI Tracking of Transactions and Operational Metadata).
Digitizes onboarding and doc collection for pension funds, trusts, and corporate clients
Artificial Intelligence tracks legal entities, funds, products and investors associated with all documents and auto-prompts users
Funds and product launches for 10,000s of accounts at a time (or one by one)
Eliminates separate sell-side databases and shortening 5+ hours of manual labor by sell side firms.
Tracks the work of legal teams and automatically updates your respective client onboardings
Ability to bulk upload valuations data and giving your counterparties the ability to consume them in any customizable way
Loop in your credit teams to validate credit based financials and valuations data as part of the pre-trade life-cycle
Obtain automatic document & data refresh updates from your clients, or notify them about their account statuses
Includes custodians in, as well as speeds, the end-to-end pre-trade onboarding experience
Performance status tracking of all onboarding/pre-trade activities with export to spreadsheet features
The solutions out there have only addressed the sell-side, with no real value add for the buy-side. This solution is the first time we have something we want to use with our counterparties.
This is the best buy-side solution we’ve seen in the market.
We need this kind of transparency, control, and management. The client onboarding process is getting longer with the increasing amount of requirements and there isn’t a tool to help us cohesively address it until this.